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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 | $26,863 | $217,432-87.6% | $185,849-85.5% | $167,536-84.0% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 5.50% | 148.42%-142.9pp | 122.10%-116.6pp | 478.82%-473.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,932 | $6,357-53.9% | $5,569-47.4% | $6,342-53.8% |
| Admin fee / account holder | $4,083 | $19,818-79.4% | $16,244-74.9% | $12,315-66.8% |