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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 | $20,127 | $80,983-75.1% | $96,544-79.2% | $75,177-73.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -3.23% | 27.05%-30.3pp | 25.88%-29.1pp | 160.75%-164.0pp |
| Employer contribution / active EE | $220 | $2,282-90.4% | $2,966-92.6% | $2,671-91.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $324 | $6,717-95.2% | $8,254-96.1% | $5,651-94.3% |