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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 | $7,074 | $142,409-95.0% | $119,634-94.1% | $134,545-94.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.77% | -12.46%-18.3pp | -14.98%-15.8pp | 418.37%-449.1pp |
| Employer contribution / active EE | $229 | $5,224-95.6% | $4,232-94.6% | $4,742-95.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,913 | $13,594-85.9% | $10,329-81.5% | $11,431-83.3% |