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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 | $2,853 | $88,754-96.8% | $81,820-96.5% | $145,877-98.0% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 0.53% | 1031.77%-1031.2pp | 777.93%-777.4pp | 551.28%-550.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,460 | $4,648-47.1% | $4,323-43.1% | $6,691-63.2% |
| Admin fee / account holder | $494 | $8,424-94.1% | $7,391-93.3% | $13,402-96.3% |