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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 | $7,634 | $85,766-91.1% | $136,298-94.4% | $70,126-89.1% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 4.87% | 31.46%-26.6pp | 5156.27%-5151.4pp | 73.15%-68.3pp |
| Employer contribution / active EE | $494 | $2,966-83.4% | $4,696-89.5% | $2,343-78.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $341 | $5,421-93.7% | $9,244-96.3% | $4,645-92.7% |