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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 | $21,515 | $217,432-90.1% | $185,849-88.4% | $167,536-87.2% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 5.42% | 148.42%-143.0pp | 122.10%-116.7pp | 478.82%-473.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,083 | $6,357-51.5% | $5,569-44.6% | $6,342-51.4% |
| Admin fee / account holder | $905 | $19,818-95.4% | $16,244-94.4% | $12,315-92.6% |