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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 | $7,037 | $142,459-95.1% | $110,523-93.6% | $237,064-97.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 47.6%+52.4pp | 45.6%+54.4pp |
| Annual return | -55.30% | 0.75%-56.1pp | 1.69%-57.0pp | 4.16%-59.5pp |
| Employer contribution / active EE | $1,660 | $33,373-95.0% | $24,295-93.2% | $42,918-96.1% |
| Participant deferral / active EE | $2,978 | $1,105+169.5% | $1,031+188.8% | $128+2229.6% |
| Admin fee / account holder | $3,200 | $905+253.6% | $1,392+129.9% | $21,465-85.1% |