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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 | $16,264 | $160,028-89.8% | $147,080-88.9% | $145,884-88.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.01% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $891 | $5,286-83.1% | $4,933-81.9% | $4,662-80.9% |
| Participant deferral / active EE | $4,128 | $8,422-51.0% | $8,066-48.8% | $6,690-38.3% |
| Admin fee / account holder | $11,515 | $15,030-23.4% | $12,989-11.3% | $13,392-14.0% |