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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 | $1,493 | $95,915-98.4% | $79,580-98.1% | $134,532-98.9% |
| Participation rate | 70.6% | 75.0%-4.5pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -21.41% | -2.71%-18.7pp | 0.15%-21.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $465 | $3,129-85.1% | $2,413-80.7% | $4,741-90.2% |
| Participant deferral / active EE | $1,195 | $4,693-74.5% | $3,985-70.0% | $6,401-81.3% |
| Admin fee / account holder | $622 | $9,132-93.2% | $6,835-90.9% | $11,429-94.6% |