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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 | $6,147 | $98,240-93.7% | $82,312-92.5% | $147,586-95.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -35.85% | 30.85%-66.7pp | 25.88%-61.7pp | 578.59%-614.4pp |
| Employer contribution / active EE | $112 | $3,192-96.5% | $2,428-95.4% | $4,876-97.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,536 | $8,563-82.1% | $5,608-72.6% | $10,886-85.9% |