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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 | $12,443 | $45,566-72.7% | $64,105-80.6% | $59,633-79.1% |
| Participation rate | 87.8% | 60.2%+27.6pp | 68.2%+19.6pp | 68.7%+19.1pp |
| Annual return | -4.14% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $9 | $934-99.1% | $1,820-99.5% | $2,203-99.6% |
| Participant deferral / active EE | $2,386 | $2,057+16.0% | $2,822-15.4% | $3,192-25.2% |
| Admin fee / account holder | $942 | $3,268-71.2% | $4,499-79.1% | $4,297-78.1% |