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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 | $3,474 | $56,544-93.9% | $75,501-95.4% | $70,124-95.0% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.4%+24.5pp | 69.5%+27.3pp |
| Annual return | 0.42% | 23.59%-23.2pp | 27.35%-26.9pp | 73.14%-72.7pp |
| Employer contribution / active EE | $1 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $319 | $3,827-91.7% | $5,801-94.5% | $4,645-93.1% |