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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 | $69,118-99.0% | $53,647-98.7% | $138,895-99.5% |
| Participation rate | 76.2% | 64.0%+12.2pp | 56.3%+19.9pp | 79.9%-3.7pp |
| Annual return | -0.46% | 248.26%-248.7pp | 358.33%-358.8pp | 145.39%-145.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $331 | $2,274-85.4% | $1,813-81.7% | $6,396-94.8% |
| Admin fee / account holder | $374 | $2,724-86.3% | $2,460-84.8% | $12,562-97.0% |