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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 | $2,499 | $78,694-96.8% | $67,653-96.3% | $125,388-98.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -6.17% | 9.46%-15.6pp | 6625.22%-6631.4pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,865 | $4,292-56.5% | $3,560-47.6% | $5,352-65.2% |
| Admin fee / account holder | $1,498 | $7,403-79.8% | $4,821-68.9% | $9,541-84.3% |