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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 | $5,760 | $171,492-96.6% | $150,734-96.2% | $198,609-97.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 0.97% | 804.70%-803.7pp | 600.81%-599.8pp | 202.70%-201.7pp |
| Employer contribution / active EE | $11 | $5,470-99.8% | $4,918-99.8% | $5,055-99.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $22,475 | $17,628+27.5% | $14,905+50.8% | $19,030+18.1% |