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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 | $19,016 | $135,956-86.0% | $123,894-84.7% | $273,972-93.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | -3.75% | 56.63%-60.4pp | 47.52%-51.3pp | 41.46%-45.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,488 | $6,343-29.2% | $5,984-25.0% | $5,287-15.1% |
| Admin fee / account holder | $10,908 | $9,817+11.1% | $8,357+30.5% | $10,133+7.7% |