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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 | $11,875 | $90,486-86.9% | $78,676-84.9% | $273,972-95.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.55% | 75.62%-76.2pp | 62.19%-62.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,671 | $3,901-57.2% | $3,517-52.5% | $5,287-68.4% |
| Admin fee / account holder | $1,245 | $5,263-76.3% | $4,510-72.4% | $10,133-87.7% |