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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 | $134 | $94,439-99.9% | $73,658-99.8% | $154,746-99.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -47.14% | 28.25%-75.4pp | 29.72%-76.9pp | 172.34%-219.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $366 | $2,527-85.5% | $2,062-82.3% | $6,730-94.6% |
| Admin fee / account holder | $337 | $3,843-91.2% | $3,357-90.0% | $14,365-97.7% |