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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 | $17,348 | $103,392-83.2% | $87,104-80.1% | $152,897-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 10.05% | 28.10%-18.1pp | 28.19%-18.1pp | 345.43%-335.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,866 | $4,778-40.0% | $4,048-29.2% | $5,851-51.0% |
| Admin fee / account holder | $1,192 | $12,194-90.2% | $7,491-84.1% | $11,599-89.7% |