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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 | $20,027 | $185,883-89.2% | $170,043-88.2% | $139,466-85.6% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 5.82% | 60.54%-54.7pp | 53.40%-47.6pp | 373.66%-367.8pp |
| Employer contribution / active EE | $1,334 | $7,596-82.4% | $6,790-80.3% | $4,754-71.9% |
| Participant deferral / active EE | $3,373 | $11,626-71.0% | $10,410-67.6% | $6,712-49.8% |
| Admin fee / account holder | $38,633 | $15,393+151.0% | $12,824+201.3% | $11,409+238.6% |