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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 | $15,644 | $93,589-83.3% | $135,942-88.5% | $75,181-79.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -40.00% | 30.90%-70.9pp | 68.28%-108.3pp | 160.69%-200.7pp |
| Employer contribution / active EE | $439 | $3,537-87.6% | $4,858-91.0% | $2,671-83.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,272 | $6,977-67.4% | $10,764-78.9% | $5,650-59.8% |