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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 | $2,033 | $211,946-99.0% | $169,452-98.8% | $135,380-98.5% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -11.65% | 3.26%-14.9pp | 1.83%-13.5pp | 519.81%-531.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,372 | $6,075-77.4% | $5,277-74.0% | $5,609-75.5% |
| Admin fee / account holder | $1,338 | $11,472-88.3% | $9,110-85.3% | $10,828-87.6% |