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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 | $5,749 | $89,370-93.6% | $141,197-95.9% | $72,976-92.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -21.76% | 111.88%-133.6pp | 71.41%-93.2pp | 81.02%-102.8pp |
| Employer contribution / active EE | $501 | $3,115-83.9% | $4,736-89.4% | $2,440-79.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $389 | $5,957-93.5% | $10,265-96.2% | $5,124-92.4% |