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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,320 | $62,467-59.5% | $128,366-80.3% | $46,757-45.8% |
| Participation rate | 100.0% | 15.3%+84.7pp | 19.3%+80.7pp | 11.3%+88.7pp |
| Annual return | 2.87% | 11.00%-8.1pp | 9.39%-6.5pp | 10.41%-7.5pp |
| Employer contribution / active EE | $2,322 | $16,132-85.6% | $33,466-93.1% | $14,691-84.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $1,724 | $1,085+58.9% | $2,132-19.2% | $2,646-34.9% |