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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 | $15,820 | $156,398-89.9% | $147,318-89.3% | $138,895-88.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 1.72% | 78.75%-77.0pp | 70.43%-68.7pp | 145.39%-143.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,991 | $8,237-63.7% | $7,906-62.2% | $6,396-53.2% |
| Admin fee / account holder | $2,943 | $14,976-80.3% | $13,708-78.5% | $12,562-76.6% |