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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 | $16,963 | $167,522-89.9% | $151,639-88.8% | $134,532-87.4% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -37.41% | 7.81%-45.2pp | 3.34%-40.8pp | 418.27%-455.7pp |
| Employer contribution / active EE | $583 | $6,828-91.5% | $6,165-90.5% | $4,741-87.7% |
| Participant deferral / active EE | $5,677 | $8,986-36.8% | $8,363-32.1% | $6,401-11.3% |
| Admin fee / account holder | $2,803 | $13,780-79.7% | $11,613-75.9% | $11,429-75.5% |