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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 | $6,439 | $82,674-92.2% | $125,381-94.9% | $68,486-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.68% | -5.97%-17.7pp | 572.31%-596.0pp | -7.85%-15.8pp |
| Employer contribution / active EE | $537 | $3,382-84.1% | $4,815-88.8% | $2,597-79.3% |
| Participant deferral / active EE | $2,943 | $6,111-51.8% | $7,448-60.5% | $4,028-26.9% |
| Admin fee / account holder | $347 | $6,277-94.5% | $10,007-96.5% | $5,404-93.6% |