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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 | $20,160 | $123,793-83.7% | $177,848-88.7% | $79,856-74.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -6.40% | 22.82%-29.2pp | 48.33%-54.7pp | 31.71%-38.1pp |
| Employer contribution / active EE | $479 | $4,095-88.3% | $5,919-91.9% | $2,471-80.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $708 | $7,243-90.2% | $12,431-94.3% | $5,306-86.7% |