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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 | $4,382 | $76,407-94.3% | $150,298-97.1% | $82,448-94.7% |
| Participation rate | 84.1% | 66.4%+17.7pp | 77.8%+6.3pp | 68.1%+16.0pp |
| Annual return | -27.24% | 39.99%-67.2pp | 62.79%-90.0pp | 41.64%-68.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,501 | $3,214-53.3% | $5,453-72.5% | $4,139-63.7% |
| Admin fee / account holder | $1,017 | $6,352-84.0% | $14,116-92.8% | $7,234-85.9% |