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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 | $13,085 | $156,398-91.6% | $147,318-91.1% | $138,895-90.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 10.20% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,731 | $8,237-42.6% | $7,906-40.2% | $6,396-26.0% |
| Admin fee / account holder | $17,123 | $14,976+14.3% | $13,708+24.9% | $12,562+36.3% |