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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 | $22,264 | $94,529-76.4% | $140,019-84.1% | $64,173-65.3% |
| Participation rate | 95.1% | 84.1%+11.0pp | 87.5%+7.6pp | 69.6%+25.6pp |
| Annual return | -9.71% | 7.77%-17.5pp | 651.17%-660.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $519 | $3,812-86.4% | $5,605-90.7% | $2,381-78.2% |
| Participant deferral / active EE | $2,525 | $5,250-51.9% | $6,927-63.5% | $3,470-27.2% |
| Admin fee / account holder | $2,502 | $6,741-62.9% | $10,705-76.6% | $4,887-48.8% |