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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 | $16,653 | $160,028-89.6% | $147,080-88.7% | $145,884-88.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 2.49% | 98.60%-96.1pp | 420.17%-417.7pp | 551.85%-549.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,827 | $8,422+16.7% | $8,066+21.8% | $6,690+46.9% |
| Admin fee / account holder | $1,494 | $15,030-90.1% | $12,989-88.5% | $13,392-88.8% |