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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 | $14,850 | $106,864-86.1% | $147,318-89.9% | $82,637-82.0% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 13.89% | 27.49%-13.6pp | 70.43%-56.5pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,282 | $6,496-18.7% | $7,906-33.2% | $4,126+28.0% |
| Admin fee / account holder | $4,129 | $8,415-50.9% | $13,708-69.9% | $7,339-43.7% |