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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 | $18,785 | $73,988-74.6% | $96,538-80.5% | $75,177-75.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -2.42% | 26.73%-29.1pp | 35.74%-38.2pp | 160.75%-163.2pp |
| Employer contribution / active EE | $20 | $2,930-99.3% | $3,740-99.5% | $2,671-99.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,374 | $5,220-54.5% | $6,737-64.8% | $5,651-58.0% |