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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 | $17,847 | $209,428-91.5% | $178,498-90.0% | $158,950-88.8% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 5.32% | 188.78%-183.5pp | 151.09%-145.8pp | 302.91%-297.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,260 | $5,955-62.0% | $5,202-56.6% | $5,983-62.2% |
| Admin fee / account holder | $8,853 | $17,077-48.2% | $13,985-36.7% | $11,248-21.3% |