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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 | $69,118-98.9% | $53,647-98.6% | $138,895-99.5% |
| Participation rate | 81.3% | 64.0%+17.3pp | 56.3%+25.0pp | 79.9%+1.3pp |
| Annual return | -7.29% | 248.26%-255.6pp | 358.33%-365.6pp | 145.39%-152.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $438 | $2,274-80.7% | $1,813-75.9% | $6,396-93.2% |
| Admin fee / account holder | $394 | $2,724-85.5% | $2,460-84.0% | $12,562-96.9% |