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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 | $2,470 | $118,875-97.9% | $96,572-97.4% | $167,553-98.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -5.38% | 50.50%-55.9pp | 37.79%-43.2pp | 478.89%-484.3pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,009 | $4,617-56.5% | $3,850-47.8% | $6,343-68.3% |
| Admin fee / account holder | $308 | $8,070-96.2% | $6,183-95.0% | $12,316-97.5% |