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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 | $18,425 | $85,766-78.5% | $136,298-86.5% | $70,126-73.7% |
| Participation rate | 94.3% | 74.2%+20.1pp | 81.9%+12.4pp | 69.5%+24.7pp |
| Annual return | 8.22% | 31.46%-23.2pp | 5156.27%-5148.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,801 | $5,051+54.4% | $6,247+24.9% | $3,332+134.1% |
| Admin fee / account holder | $1,451 | $5,421-73.2% | $9,244-84.3% | $4,645-68.8% |