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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 | $17,164 | $65,704-73.9% | $94,229-81.8% | $59,633-71.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -21.61% | 5.22%-26.8pp | 10.68%-32.3pp | 2041.45%-2063.1pp |
| Employer contribution / active EE | $111 | $2,021-94.5% | $3,587-96.9% | $2,203-95.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $452 | $4,265-89.4% | $6,269-92.8% | $4,297-89.5% |