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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 | $2,742 | $100,073-97.3% | $85,126-96.8% | $145,877-98.1% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | -0.10% | 84.11%-84.2pp | 66.63%-66.7pp | 551.28%-551.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,007 | $5,294-81.0% | $4,523-77.7% | $6,691-84.9% |
| Admin fee / account holder | $316 | $7,261-95.7% | $6,160-94.9% | $13,402-97.6% |