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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 | $12,455 | $160,040-92.2% | $147,096-91.5% | $145,877-91.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 1.57% | 98.49%-96.9pp | 419.75%-418.2pp | 551.28%-549.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,424 | $8,429-47.5% | $8,071-45.2% | $6,691-33.9% |
| Admin fee / account holder | $935 | $15,050-93.8% | $13,005-92.8% | $13,402-93.0% |