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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 | $4,814 | $105,284-95.4% | $150,734-96.8% | $94,015-94.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 5.90% | 15.67%-9.8pp | 600.81%-594.9pp | 17.84%-11.9pp |
| Employer contribution / active EE | $25 | $3,599-99.3% | $4,918-99.5% | $2,790-99.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $577 | $9,839-94.1% | $14,905-96.1% | $8,951-93.6% |