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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 | $2,381 | $111,535-97.9% | $105,223-97.7% | $137,256-98.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.49% | 237.85%-233.4pp | 180.65%-176.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $420 | $3,939-89.3% | $3,689-88.6% | $4,156-89.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,458 | $9,721+38.4% | $8,859+51.9% | $12,270+9.7% |