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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 | $16,119 | $125,797-87.2% | $170,043-90.5% | $75,173-78.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -12.01% | 27.20%-39.2pp | 53.40%-65.4pp | 160.72%-172.7pp |
| Employer contribution / active EE | $17 | $4,616-99.6% | $6,790-99.7% | $2,671-99.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $544 | $8,177-93.4% | $12,824-95.8% | $5,651-90.4% |