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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 | $3,050 | $88,778-96.6% | $81,844-96.3% | $145,884-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.47% | 1033.03%-1028.6pp | 778.87%-774.4pp | 551.85%-547.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,569 | $4,648-66.3% | $4,323-63.7% | $6,690-76.6% |
| Admin fee / account holder | $441 | $8,430-94.8% | $7,355-94.0% | $13,392-96.7% |