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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 | $13,986 | $99,994-86.0% | $146,643-90.5% | $85,847-83.7% |
| Participation rate | 96.7% | 73.1%+23.6pp | 80.1%+16.6pp | 69.3%+27.3pp |
| Annual return | -0.22% | 18.93%-19.2pp | 22.75%-23.0pp | 318.61%-318.8pp |
| Employer contribution / active EE | $619 | $2,559-75.8% | $4,137-85.0% | $2,565-75.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $350 | $7,703-95.5% | $10,280-96.6% | $6,261-94.4% |