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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 | $23,137 | $185,905-87.6% | $170,057-86.4% | $139,487-83.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 8.81% | 60.56%-51.7pp | 53.42%-44.6pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,470 | $11,627-70.2% | $10,411-66.7% | $6,713-48.3% |
| Admin fee / account holder | $6,419 | $15,397-58.3% | $12,826-50.0% | $11,407-43.7% |