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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 | $27,247 | $144,130-81.1% | $117,861-76.9% | $147,586-81.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 7.79% | 531.20%-523.4pp | 335.11%-327.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,903 | $5,316-7.8% | $4,482+9.4% | $5,439-9.8% |
| Admin fee / account holder | $661 | $10,887-93.9% | $8,021-91.8% | $10,886-93.9% |