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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 | $2,291 | $100,060-97.7% | $149,721-98.5% | $70,126-96.7% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.9pp | 69.5%+26.4pp |
| Annual return | -3.60% | 27.46%-31.1pp | 1501.67%-1505.3pp | 73.15%-76.7pp |
| Employer contribution / active EE | $163 | $3,661-95.5% | $5,444-97.0% | $2,343-93.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $305 | $8,285-96.3% | $11,282-97.3% | $4,645-93.4% |