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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 | $4,961 | $93,346-94.7% | $71,796-93.1% | $273,972-98.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -18.00% | 130.39%-148.4pp | 78.04%-96.0pp | 41.46%-59.5pp |
| Employer contribution / active EE | $92 | $2,733-96.6% | $1,924-95.2% | $4,869-98.1% |
| Participant deferral / active EE | $2,108 | $3,475-39.3% | $2,794-24.6% | $5,287-60.1% |
| Admin fee / account holder | $1,020 | $6,571-84.5% | $4,815-78.8% | $10,133-89.9% |