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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 | $21,100 | $106,524-80.2% | $152,301-86.1% | $87,485-75.9% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.4%+4.0pp | 68.9%+17.6pp |
| Annual return | 13.06% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,371 | $6,525+89.6% | $8,004+54.6% | $4,274+189.5% |
| Admin fee / account holder | $15,916 | $8,287+92.1% | $14,398+10.5% | $7,775+104.7% |