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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 | $13,966 | $39,162-64.3% | $100,671-86.1% | $59,633-76.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -2.76% | 21.07%-23.8pp | 20.43%-23.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,881 | $1,992-5.6% | $3,144-40.2% | $3,192-41.1% |
| Admin fee / account holder | $1,171 | $2,969-60.6% | $4,850-75.9% | $4,297-72.8% |