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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 | $4,281 | $181,896-97.6% | $156,551-97.3% | $273,972-98.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -4.25% | 30.74%-35.0pp | 32.23%-36.5pp | 41.46%-45.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,225 | $5,550-41.9% | $4,871-33.8% | $5,287-39.0% |
| Admin fee / account holder | $301 | $15,560-98.1% | $13,028-97.7% | $10,133-97.0% |