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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 | $7,053 | $99,652-92.9% | $78,778-91.0% | $147,586-95.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -2.15% | 47.28%-49.4pp | 35.62%-37.8pp | 578.59%-580.7pp |
| Employer contribution / active EE | $92 | $2,796-96.7% | $1,986-95.4% | $4,876-98.1% |
| Participant deferral / active EE | $2,107 | $3,664-42.5% | $2,958-28.8% | $5,439-61.3% |
| Admin fee / account holder | $1,020 | $7,155-85.7% | $5,134-80.1% | $10,886-90.6% |