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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 | $30,685 | $184,000-83.3% | $162,185-81.1% | $152,909-79.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.34% | 150.80%-148.5pp | 115.61%-113.3pp | 345.46%-343.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,000 | $8,033+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $494 | $13,124-96.2% | $10,844-95.4% | $11,601-95.7% |