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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 | $3,881 | $107,368-96.4% | $92,915-95.8% | $152,909-97.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -13.21% | 145.64%-158.9pp | 109.45%-122.7pp | 345.46%-358.7pp |
| Employer contribution / active EE | $674 | $4,222-84.0% | $3,653-81.6% | $4,764-85.9% |
| Participant deferral / active EE | $2,751 | $4,848-43.3% | $4,238-35.1% | $5,851-53.0% |
| Admin fee / account holder | $404 | $7,082-94.3% | $5,796-93.0% | $11,601-96.5% |