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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 | $24,705 | $97,648-74.7% | $121,663-79.7% | $87,485-71.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | -31.78% | 18.03%-49.8pp | 147.54%-179.3pp | 26.06%-57.8pp |
| Employer contribution / active EE | $560 | $2,300-75.7% | $3,020-81.5% | $2,596-78.4% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,220 | $11,100-35.0% | $14,289-49.5% | $7,775-7.1% |