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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 | $94,439-99.2% | $73,658-99.0% | $154,746-99.5% |
| Participation rate | 81.3% | 64.7%+16.6pp | 57.0%+24.2pp | 80.7%+0.5pp |
| Annual return | -7.29% | 28.25%-35.5pp | 29.72%-37.0pp | 172.34%-179.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $438 | $2,527-82.7% | $2,062-78.8% | $6,730-93.5% |
| Admin fee / account holder | $394 | $3,843-89.7% | $3,357-88.2% | $14,365-97.3% |