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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 | $12,923 | $125,237-89.7% | $105,608-87.8% | $145,877-91.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -3.06% | 225.76%-228.8pp | 116.50%-119.6pp | 551.28%-554.3pp |
| Employer contribution / active EE | $553 | $3,720-85.1% | $3,167-82.6% | $4,663-88.1% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $403 | $17,287-97.7% | $11,028-96.3% | $13,402-97.0% |