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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 | $8,290 | $185,312-95.5% | $161,489-94.9% | $154,746-94.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.01% | 103.84%-96.8pp | 89.72%-82.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,455 | $6,350-61.3% | $5,630-56.4% | $6,730-63.5% |
| Admin fee / account holder | $855 | $18,654-95.4% | $16,006-94.7% | $14,365-94.1% |