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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 | $641 | $114,073-99.4% | $96,161-99.3% | $167,518-99.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -0.70% | 189.95%-190.6pp | 192.01%-192.7pp | 478.71%-479.4pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,248 | $5,195-76.0% | $4,349-71.3% | $6,342-80.3% |
| Admin fee / account holder | $1,293 | $6,899-81.3% | $5,538-76.7% | $12,312-89.5% |