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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 | $2,291 | $100,041-97.7% | $149,718-98.5% | $70,131-96.7% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | -3.60% | 27.43%-31.0pp | 1501.67%-1505.3pp | 73.14%-76.7pp |
| Employer contribution / active EE | $163 | $3,662-95.5% | $5,445-97.0% | $2,342-93.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $305 | $8,286-96.3% | $11,283-97.3% | $4,645-93.4% |