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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 | $4,934 | $109,905-95.5% | $98,506-95.0% | $167,553-97.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.16% | 1960.20%-1954.0pp | 1494.92%-1488.8pp | 478.89%-472.7pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $22,500 | $4,674+381.4% | $4,277+426.1% | $6,343+254.7% |
| Admin fee / account holder | $205,861 | $6,760+2945.3% | $5,955+3357.2% | $12,316+1571.4% |