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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 | $108 | $174,018-99.9% | $136,833-99.9% | $198,609-99.9% |
| Participation rate | 71.4% | 65.1%+6.3pp | 59.0%+12.4pp | 82.4%-10.9pp |
| Annual return | -39.57% | 35.16%-74.7pp | 35.32%-74.9pp | 202.70%-242.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $478 | $2,873-83.4% | $2,441-80.4% | $6,977-93.1% |
| Admin fee / account holder | $553 | $5,434-89.8% | $4,706-88.2% | $19,030-97.1% |