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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 | $1,653 | $91,179-98.2% | $178,499-99.1% | $79,852-97.9% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 0.77% | 24.19%-23.4pp | 151.10%-150.3pp | 31.72%-31.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,271 | $3,236-60.7% | $5,202-75.6% | $3,740-66.0% |
| Admin fee / account holder | $2,428 | $6,749-64.0% | $13,986-82.6% | $5,306-54.2% |