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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 | $2,900 | $78,694-96.3% | $67,652-95.7% | $125,389-97.7% |
| Participation rate | 70.6% | 78.8%-8.2pp | 75.7%-5.1pp | 83.2%-12.6pp |
| Annual return | -6.97% | 9.46%-16.4pp | 6625.40%-6632.4pp | 282.24%-289.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,685 | $4,292-60.8% | $3,560-52.7% | $5,352-68.5% |
| Admin fee / account holder | $313 | $7,403-95.8% | $4,821-93.5% | $9,541-96.7% |