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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 | $16,507 | $125,190-86.8% | $105,624-84.4% | $145,897-88.7% |
| Participation rate | 86.4% | 77.6%+8.7pp | 75.3%+11.1pp | 80.3%+6.1pp |
| Annual return | 7.18% | 225.22%-218.0pp | 116.20%-109.0pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,427 | $5,716+12.4% | $5,013+28.2% | $6,689-3.9% |
| Admin fee / account holder | $4,808 | $17,138-71.9% | $10,961-56.1% | $13,390-64.1% |