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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 | $14,835 | $148,629-90.0% | $135,982-89.1% | $139,487-89.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 5.17% | 79.33%-74.2pp | 68.32%-63.2pp | 373.84%-368.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,711 | $8,102-54.2% | $7,760-52.2% | $6,713-44.7% |
| Admin fee / account holder | $1,237 | $12,406-90.0% | $10,767-88.5% | $11,407-89.2% |