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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 | $14,320 | $127,790-88.8% | $106,554-86.6% | $167,553-91.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 1.34% | 33.88%-32.5pp | 26.80%-25.5pp | 478.89%-477.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,472 | $5,088-71.1% | $4,398-66.5% | $6,343-76.8% |
| Admin fee / account holder | $16,698 | $11,231+48.7% | $7,408+125.4% | $12,316+35.6% |