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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 | $4,764 | $43,338-89.0% | $59,887-92.0% | $64,173-92.6% |
| Participation rate | 86.7% | 69.2%+17.5pp | 74.7%+12.0pp | 69.6%+17.1pp |
| Annual return | -8.08% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $195 | $2,030-90.4% | $2,722-92.9% | $2,381-91.8% |
| Participant deferral / active EE | $935 | $2,547-63.3% | $3,402-72.5% | $3,470-73.1% |
| Admin fee / account holder | $845 | $3,007-71.9% | $3,591-76.5% | $4,887-82.7% |