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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 | $13,224 | $107,368-87.7% | $92,915-85.8% | $152,909-91.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 11.04% | 145.64%-134.6pp | 109.45%-98.4pp | 345.46%-334.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,313 | $4,848+9.6% | $4,238+25.4% | $5,851-9.2% |
| Admin fee / account holder | $2,572 | $7,082-63.7% | $5,796-55.6% | $11,601-77.8% |