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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 | $2,364 | $110,337-97.9% | $102,383-97.7% | $145,877-98.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.16% | 24.83%-22.7pp | 24.94%-22.8pp | 551.28%-549.1pp |
| Employer contribution / active EE | $115 | $4,216-97.3% | $3,870-97.0% | $4,663-97.5% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,069 | $9,750-89.0% | $8,391-87.3% | $13,402-92.0% |