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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 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | -10.53% | 28.25%-38.8pp | 29.72%-40.3pp | 172.34%-182.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $493 | $2,527-80.5% | $2,062-76.1% | $6,730-92.7% |
| Admin fee / account holder | $564 | $3,843-85.3% | $3,357-83.2% | $14,365-96.1% |