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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 | $12,278 | $183,539-93.3% | $155,556-92.1% | $145,897-91.6% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 6.22% | 61.31%-55.1pp | 64.84%-58.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,405 | $6,467-47.3% | $5,631-39.5% | $6,689-49.1% |
| Admin fee / account holder | $1,063 | $19,275-94.5% | $15,885-93.3% | $13,390-92.1% |