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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 | $21,030 | $149,679-85.9% | $117,039-82.0% | $147,586-85.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 3.29% | 19.31%-16.0pp | 18.95%-15.7pp | 578.59%-575.3pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,850 | $4,912-62.3% | $3,929-52.9% | $5,439-66.0% |
| Admin fee / account holder | $29,078 | $7,856+270.1% | $5,974+386.8% | $10,886+167.1% |