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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 | $94,439-99.0% | $73,658-98.7% | $154,746-99.4% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | -4.04% | 28.25%-32.3pp | 29.72%-33.8pp | 172.34%-176.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $548 | $2,527-78.3% | $2,062-73.4% | $6,730-91.9% |
| Admin fee / account holder | $793 | $3,843-79.4% | $3,357-76.4% | $14,365-94.5% |