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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,252 | $159,978-95.5% | $147,041-95.1% | $145,978-95.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 9.30% | 98.36%-89.1pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,640 | $8,429-68.7% | $8,071-67.3% | $6,690-60.5% |
| Admin fee / account holder | $1,926 | $15,053-87.2% | $13,006-85.2% | $13,400-85.6% |