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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 | $4,874 | $78,694-93.8% | $67,652-92.8% | $125,389-96.1% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -6.44% | 9.46%-15.9pp | 6625.40%-6631.8pp | 282.24%-288.7pp |
| Employer contribution / active EE | $396 | $3,044-87.0% | $2,266-82.5% | $4,866-91.9% |
| Participant deferral / active EE | $3,605 | $4,292-16.0% | $3,560+1.3% | $5,352-32.6% |
| Admin fee / account holder | $993 | $7,403-86.6% | $4,821-79.4% | $9,541-89.6% |