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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 | $16,447 | $88,672-81.5% | $105,223-84.4% | $82,448-80.1% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 0.15% | 30.86%-30.7pp | 180.65%-180.5pp | 41.64%-41.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,483 | $4,036+11.1% | $5,072-11.6% | $4,139+8.3% |
| Admin fee / account holder | $864 | $7,146-87.9% | $8,859-90.2% | $7,234-88.1% |