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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 | $747 | $67,823-98.9% | $52,425-98.6% | $137,256-99.5% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | -7.29% | 219.11%-226.4pp | 302.12%-309.4pp | 220.34%-227.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $438 | $2,288-80.9% | $1,790-75.5% | $6,407-93.2% |
| Admin fee / account holder | $394 | $2,844-86.1% | $2,495-84.2% | $12,270-96.8% |