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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 | $14,208 | $160,040-91.1% | $147,096-90.3% | $145,877-90.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.86% | 98.49%-89.6pp | 419.75%-410.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,188 | $8,429-50.3% | $8,071-48.1% | $6,691-37.4% |
| Admin fee / account holder | $5,691 | $15,050-62.2% | $13,005-56.2% | $13,402-57.5% |