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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 | $14,573 | $107,353-86.4% | $92,903-84.3% | $152,885-90.5% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.0%+11.0pp | 82.5%+4.5pp |
| Annual return | 7.27% | 145.62%-138.3pp | 109.43%-102.2pp | 345.39%-338.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,874 | $4,848+21.2% | $4,238+38.6% | $5,851+0.4% |
| Admin fee / account holder | $1,249 | $7,081-82.4% | $5,795-78.4% | $11,598-89.2% |