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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 | $5,987 | $126,113-95.3% | $116,096-94.8% | $155,188-96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | -2.24% | 391.72%-394.0pp | 326.25%-328.5pp | 148.84%-151.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,069 | $4,162-50.3% | $3,952-47.7% | $6,531-68.3% |
| Admin fee / account holder | $1,019 | $8,045-87.3% | $7,704-86.8% | $14,480-93.0% |