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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 | $105,284-84.4% | $150,734-89.1% | $94,015-82.5% |
| Participation rate | 81.5% | 71.7%+9.7pp | 78.4%+3.0pp | 70.8%+10.7pp |
| Annual return | 0.15% | 15.67%-15.5pp | 600.81%-600.7pp | 17.84%-17.7pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,483 | $4,274+4.9% | $5,610-20.1% | $4,249+5.5% |
| Admin fee / account holder | $864 | $9,839-91.2% | $14,905-94.2% | $8,951-90.3% |