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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 | $21,802 | $98,766-77.9% | $149,730-85.4% | $79,852-72.7% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 12.29% | 27.43%-15.1pp | 276.70%-264.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,787 | $5,681+1.9% | $6,843-15.4% | $3,740+54.7% |
| Admin fee / account holder | $6,633 | $6,052+9.6% | $9,310-28.8% | $5,306+25.0% |