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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 | $11,541 | $77,638-85.1% | $156,551-92.6% | $62,881-81.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.87% | 50.33%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,093 | $3,046-64.1% | $4,871-77.6% | $3,203-65.9% |
| Admin fee / account holder | $3,073 | $5,561-44.7% | $13,028-76.4% | $4,296-28.5% |