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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 | $6,534 | $58,258-88.8% | $81,820-92.0% | $80,925-91.9% |
| Participation rate | 87.1% | 63.5%+23.6pp | 72.4%+14.7pp | 67.7%+19.4pp |
| Annual return | 9.78% | 41.76%-32.0pp | 777.93%-768.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,229 | $3,284-1.7% | $4,323-25.3% | $4,299-24.9% |
| Admin fee / account holder | $584 | $4,976-88.3% | $7,391-92.1% | $6,940-91.6% |