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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 | $19,258 | $150,447-87.2% | $136,298-85.9% | $147,586-87.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 4.53% | 1049.15%-1044.6pp | 5156.27%-5151.7pp | 578.59%-574.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,101 | $6,631-38.2% | $6,247-34.4% | $5,439-24.6% |
| Admin fee / account holder | $87,230 | $10,906+699.8% | $9,244+843.7% | $10,886+701.3% |