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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 | $2,183 | $125,797-98.3% | $170,057-98.7% | $75,177-97.1% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | -2.61% | 27.20%-29.8pp | 53.42%-56.0pp | 160.75%-163.4pp |
| Employer contribution / active EE | $246 | $4,616-94.7% | $6,790-96.4% | $2,671-90.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $324 | $8,177-96.0% | $12,826-97.5% | $5,651-94.3% |