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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 | $6,147 | $82,674-92.6% | $125,381-95.1% | $68,486-91.0% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -21.25% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,553 | $6,111-41.9% | $7,448-52.3% | $4,028-11.8% |
| Admin fee / account holder | $953 | $6,277-84.8% | $10,007-90.5% | $5,404-82.4% |