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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 | $1,017 | $102,632-99.0% | $81,988-98.8% | $158,950-99.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -4.01% | 61.05%-65.1pp | 41.31%-45.3pp | 302.91%-306.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,968 | $4,649-57.7% | $3,722-47.1% | $5,983-67.1% |
| Admin fee / account holder | $8,102 | $8,237-1.6% | $5,665+43.0% | $11,248-28.0% |