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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 | $1,790 | $111,535-98.4% | $105,223-98.3% | $137,256-98.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | -1.43% | 237.85%-239.3pp | 180.65%-182.1pp | 220.34%-221.8pp |
| Employer contribution / active EE | $621 | $3,939-84.2% | $3,689-83.2% | $4,156-85.1% |
| Participant deferral / active EE | $1,910 | $5,500-65.3% | $5,072-62.3% | $6,407-70.2% |
| Admin fee / account holder | $3,587 | $9,721-63.1% | $8,859-59.5% | $12,270-70.8% |