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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 | $16,126 | $150,446-89.3% | $136,297-88.2% | $147,585-89.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 7.11% | 1049.14%-1042.0pp | 5156.19%-5149.1pp | 578.58%-571.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,444 | $6,631-2.8% | $6,247+3.2% | $5,439+18.5% |
| Admin fee / account holder | $2,748 | $10,906-74.8% | $9,244-70.3% | $10,886-74.8% |