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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 | $15,574 | $160,070-90.3% | $147,117-89.4% | $145,897-89.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.96% | 98.69%-90.7pp | 420.54%-412.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,607 | $8,419+37.9% | $8,065+43.9% | $6,689+73.5% |
| Admin fee / account holder | $81,302 | $15,035+440.7% | $12,993+525.8% | $13,390+507.2% |