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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 | $2,839 | $87,225-96.7% | $158,226-98.2% | $94,015-97.0% |
| Participation rate | 74.4% | 67.9%+6.4pp | 74.8%-0.5pp | 70.8%+3.5pp |
| Annual return | 9.62% | 16.34%-6.7pp | 501.41%-491.8pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,718 | $3,405-49.5% | $4,317-60.2% | $4,249-59.6% |
| Admin fee / account holder | $747 | $7,888-90.5% | $10,217-92.7% | $8,951-91.7% |