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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 | $18,249 | $100,060-81.8% | $149,721-87.8% | $70,126-74.0% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.1%+11.5pp | 69.5%+29.1pp |
| Annual return | 5.93% | 27.46%-21.5pp | 1501.67%-1495.7pp | 73.15%-67.2pp |
| Employer contribution / active EE | $1,014 | $3,661-72.3% | $5,444-81.4% | $2,343-56.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $764 | $8,285-90.8% | $11,282-93.2% | $4,645-83.6% |