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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 | $4,366 | $167,362-97.4% | $143,799-97.0% | $134,532-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -46.43% | 0.47%-46.9pp | -0.04%-46.4pp | 418.27%-464.7pp |
| Employer contribution / active EE | $1,142 | $5,620-79.7% | $4,952-76.9% | $4,741-75.9% |
| Participant deferral / active EE | $2,702 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $410 | $18,094-97.7% | $14,677-97.2% | $11,429-96.4% |