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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 | $931 | $67,823-98.6% | $52,425-98.2% | $137,256-99.3% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | -4.04% | 219.11%-223.1pp | 302.12%-306.2pp | 220.34%-224.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $548 | $2,288-76.1% | $1,790-69.4% | $6,407-91.5% |
| Admin fee / account holder | $793 | $2,844-72.1% | $2,495-68.2% | $12,270-93.5% |