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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 | $15,134 | $152,619-90.1% | $125,195-87.9% | $152,909-90.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.02% | 54.85%-46.8pp | 43.79%-35.8pp | 345.46%-337.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,136 | $5,869-29.5% | $4,937-16.2% | $5,851-29.3% |
| Admin fee / account holder | $9,342 | $13,437-30.5% | $9,704-3.7% | $11,601-19.5% |