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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 | $8,229 | $154,228-94.7% | $145,433-94.3% | $137,256-94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -28.05% | 74.59%-102.6pp | 66.58%-94.6pp | 220.34%-248.4pp |
| Employer contribution / active EE | $4 | $4,804-99.9% | $4,554-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $6,036 | $8,216-26.5% | $7,897-23.6% | $6,407-5.8% |
| Admin fee / account holder | $7,705 | $14,344-46.3% | $13,129-41.3% | $12,270-37.2% |