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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 | $7,528 | $100,805-92.5% | $86,698-91.3% | $134,532-94.4% |
| Participation rate | 82.4% | 79.0%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -27.86% | 29.09%-56.9pp | 35.95%-63.8pp | 418.27%-446.1pp |
| Employer contribution / active EE | $558 | $3,490-84.0% | $2,837-80.3% | $4,741-88.2% |
| Participant deferral / active EE | $2,719 | $5,339-49.1% | $4,656-41.6% | $6,401-57.5% |
| Admin fee / account holder | $456 | $10,925-95.8% | $7,493-93.9% | $11,429-96.0% |