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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 | $6,047 | $83,337-92.7% | $67,834-91.1% | $273,972-97.8% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | -31.82% | 259.45%-291.3pp | 138.47%-170.3pp | 41.46%-73.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,845 | $4,088-5.9% | $3,160+21.7% | $5,287-27.3% |
| Admin fee / account holder | $1,332 | $6,752-80.3% | $4,622-71.2% | $10,133-86.9% |