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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 | $4,862 | $96,558-95.0% | $80,977-94.0% | $273,972-98.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -35.37% | 15.14%-50.5pp | 17.11%-52.5pp | 41.46%-76.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,500 | $6,598-62.1% | $5,696-56.1% | $5,287-52.7% |
| Admin fee / account holder | $1,485 | $7,493-80.2% | $5,517-73.1% | $10,133-85.3% |