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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 | $552 | $111,535-99.5% | $105,223-99.5% | $137,256-99.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.97% | 237.85%-233.9pp | 180.65%-176.7pp | 220.34%-216.4pp |
| Employer contribution / active EE | $130 | $3,939-96.7% | $3,689-96.5% | $4,156-96.9% |
| Participant deferral / active EE | $22,068 | $5,500+301.2% | $5,072+335.1% | $6,407+244.4% |
| Admin fee / account holder | $361,321 | $9,721+3616.7% | $8,859+3978.7% | $12,270+2844.7% |