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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 | $25,651 | $107,421-76.1% | $182,262-85.9% | $94,015-72.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 12.30% | 21.32%-9.0pp | 140.60%-128.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,506 | $6,558-0.8% | $8,276-21.4% | $4,249+53.1% |
| Admin fee / account holder | $6,428 | $8,692-26.0% | $16,712-61.5% | $8,951-28.2% |