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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 | $16,327 | $102,429-84.1% | $147,096-88.9% | $80,925-79.8% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.5pp |
| Annual return | 11.06% | 135.02%-124.0pp | 419.75%-408.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,183 | $6,649-37.1% | $8,071-48.2% | $4,299-2.7% |
| Admin fee / account holder | $1,698 | $7,957-78.7% | $13,005-86.9% | $6,940-75.5% |