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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 | $2,384 | $114,119-97.9% | $107,187-97.8% | $138,895-98.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | -14.21% | 273.21%-287.4pp | 204.55%-218.8pp | 145.39%-159.6pp |
| Employer contribution / active EE | $15 | $4,059-99.6% | $3,782-99.6% | $4,194-99.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $685 | $10,024-93.2% | $9,162-92.5% | $12,562-94.5% |