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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 | $379 | $104,650-99.6% | $83,854-99.5% | $155,188-99.8% |
| Participation rate | 90.0% | 65.1%+24.9pp | 59.1%+30.9pp | 80.8%+9.2pp |
| Annual return | -10.53% | 28.97%-39.5pp | 31.39%-41.9pp | 148.84%-159.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $493 | $2,367-79.2% | $2,035-75.8% | $6,531-92.4% |
| Admin fee / account holder | $564 | $3,518-84.0% | $3,197-82.4% | $14,480-96.1% |