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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 | $21,859 | $102,422-78.7% | $147,117-85.1% | $80,959-73.0% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 10.53% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,251 | $6,652+24.0% | $8,065+2.3% | $4,300+91.9% |
| Admin fee / account holder | $3,855 | $7,953-51.5% | $12,993-70.3% | $6,925-44.3% |