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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 | $18,633 | $154,193-87.9% | $130,045-85.7% | $139,466-86.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 7.55% | 32.51%-25.0pp | -137.30%+144.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,156 | $6,709-53.0% | $5,820-45.8% | $6,712-53.0% |
| Admin fee / account holder | $586 | $13,989-95.8% | $10,600-94.5% | $11,409-94.9% |