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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 | $1,199 | $72,446-98.3% | $67,561-98.2% | $145,877-99.2% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 4.78% | 7211.98%-7207.2pp | 3525.44%-3520.7pp | 551.28%-546.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,593 | $4,785-66.7% | $4,003-60.2% | $6,691-76.2% |
| Admin fee / account holder | $379 | $5,541-93.2% | $4,006-90.5% | $13,402-97.2% |