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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 | $14,592 | $72,404-79.8% | $110,243-86.8% | $64,173-77.3% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -8.59% | -6.29%-2.3pp | 314.76%-323.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $378 | $2,282-83.4% | $3,827-90.1% | $2,381-84.1% |
| Participant deferral / active EE | $2,502 | $3,469-27.9% | $4,672-46.5% | $3,470-27.9% |
| Admin fee / account holder | $707 | $5,664-87.5% | $8,548-91.7% | $4,887-85.5% |