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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $700 | $63,703-98.9% | $93,063-99.2% | $82,448-99.2% |
| Participation rate | 70.6% | 63.8%+6.8pp | 72.1%-1.5pp | 68.1%+2.5pp |
| Annual return | 13.57% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $705 | $2,919-75.9% | $3,958-82.2% | $4,139-83.0% |
| Admin fee / account holder | $913 | $5,982-84.7% | $6,033-84.9% | $7,234-87.4% |