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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 | $19,470 | $184,000-89.4% | $162,185-88.0% | $152,909-87.3% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 11.20% | 150.80%-139.6pp | 115.61%-104.4pp | 345.46%-334.3pp |
| Employer contribution / active EE | $444 | $6,370-93.0% | $5,613-92.1% | $4,764-90.7% |
| Participant deferral / active EE | $5,341 | $8,033-33.5% | $7,297-26.8% | $5,851-8.7% |
| Admin fee / account holder | $21,429 | $13,124+63.3% | $10,844+97.6% | $11,601+84.7% |