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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 | $4,150 | $100,139-95.9% | $85,187-95.1% | $145,884-97.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.72% | 84.15%-82.4pp | 66.67%-64.9pp | 551.85%-550.1pp |
| Employer contribution / active EE | $188 | $3,238-94.2% | $2,732-93.1% | $4,662-96.0% |
| Participant deferral / active EE | $1,250 | $5,296-76.4% | $4,525-72.4% | $6,690-81.3% |
| Admin fee / account holder | $50,666 | $7,262+597.7% | $6,162+722.3% | $13,392+278.3% |