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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 | $12,778 | $181,896-93.0% | $156,551-91.8% | $273,972-95.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.35% | 30.74%-31.1pp | 32.23%-32.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,832 | $5,550+5.1% | $4,871+19.7% | $5,287+10.3% |
| Admin fee / account holder | $5,416 | $15,560-65.2% | $13,028-58.4% | $10,133-46.6% |