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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 | $414 | $94,439-99.6% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 94.4% | 64.7%+29.8pp | 57.0%+37.4pp | 80.7%+13.7pp |
| Annual return | -15.25% | 28.25%-43.5pp | 29.72%-45.0pp | 172.34%-187.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $504 | $2,527-80.1% | $2,062-75.6% | $6,730-92.5% |
| Admin fee / account holder | $380 | $3,843-90.1% | $3,357-88.7% | $14,365-97.4% |