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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 | $9,799 | $162,781-94.0% | $133,956-92.7% | $158,931-93.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.59% | 41.94%-46.5pp | 45.09%-49.7pp | 302.86%-307.4pp |
| Employer contribution / active EE | $490 | $4,975-90.1% | $3,919-87.5% | $4,761-89.7% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,607 | $11,736-86.3% | $8,927-82.0% | $11,247-85.7% |