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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 | $2,202 | $88,778-97.5% | $81,844-97.3% | $145,884-98.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | -0.25% | 1033.03%-1033.3pp | 778.87%-779.1pp | 551.85%-552.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,029 | $4,648-77.9% | $4,323-76.2% | $6,690-84.6% |
| Admin fee / account holder | $1,019 | $8,430-87.9% | $7,355-86.1% | $13,392-92.4% |