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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 | $93,345-82.4% | $119,126-86.2% | $87,485-81.2% |
| Participation rate | 81.5% | 68.7%+12.7pp | 75.8%+5.7pp | 68.9%+12.5pp |
| Annual return | 0.15% | 19.08%-18.9pp | 282.11%-282.0pp | 26.06%-25.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,483 | $4,099+9.4% | $5,318-15.7% | $4,274+4.9% |
| Admin fee / account holder | $864 | $8,039-89.3% | $10,693-91.9% | $7,775-88.9% |