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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 | $694 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 76.2% | 63.9%+12.3pp | 55.6%+20.6pp | 80.0%-3.8pp |
| Annual return | -0.46% | 219.11%-219.6pp | 302.12%-302.6pp | 220.34%-220.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $331 | $2,288-85.5% | $1,790-81.5% | $6,407-94.8% |
| Admin fee / account holder | $374 | $2,844-86.9% | $2,495-85.0% | $12,270-97.0% |