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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 | $35,349 | $150,398-76.5% | $162,072-78.2% | $254,173-86.1% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | -11.68% | 7.88%-19.6pp | 8.01%-19.7pp | 259.17%-270.8pp |
| Employer contribution / active EE | $5,000 | $36,826-86.4% | $29,476-83.0% | $41,471-87.9% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $400 | $223+79.7% | $630-36.5% | $21,502-98.1% |