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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 | $15,505 | $156,398-90.1% | $147,318-89.5% | $138,895-88.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 1.58% | 78.75%-77.2pp | 70.43%-68.8pp | 145.39%-143.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,780 | $8,237-66.3% | $7,906-64.8% | $6,396-56.5% |
| Admin fee / account holder | $177,859 | $14,976+1087.6% | $13,708+1197.5% | $12,562+1315.8% |