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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 | $15,973 | $176,120-90.9% | $159,487-90.0% | $167,553-90.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 7.97% | 331.95%-324.0pp | 263.71%-255.7pp | 478.89%-470.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,486 | $7,752-42.1% | $7,354-39.0% | $6,343-29.3% |
| Admin fee / account holder | $777 | $12,561-93.8% | $10,804-92.8% | $12,316-93.7% |