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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 | $17,513 | $162,136-89.2% | $152,301-88.5% | $154,746-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.11% | 91.02%-86.9pp | 80.50%-76.4pp | 172.34%-168.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,125 | $8,341-26.6% | $8,004-23.5% | $6,730-9.0% |
| Admin fee / account holder | $6,739 | $15,759-57.2% | $14,398-53.2% | $14,365-53.1% |