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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 | $14,168 | $148,629-90.5% | $135,982-89.6% | $139,487-89.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.09% | 79.33%-70.2pp | 68.32%-59.2pp | 373.84%-364.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,457 | $8,102-20.3% | $7,760-16.8% | $6,713-3.8% |
| Admin fee / account holder | $11,874 | $12,406-4.3% | $10,767+10.3% | $11,407+4.1% |