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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 | $492 | $104,650-99.5% | $83,854-99.4% | $155,188-99.7% |
| Participation rate | 94.7% | 65.1%+29.7pp | 59.1%+35.6pp | 80.8%+13.9pp |
| Annual return | -4.11% | 28.97%-33.1pp | 31.39%-35.5pp | 148.84%-153.0pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $466 | $2,367-80.3% | $2,035-77.1% | $6,531-92.9% |
| Admin fee / account holder | $585 | $3,518-83.4% | $3,197-81.7% | $14,480-96.0% |