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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 | $2,768 | $62,586-95.6% | $76,766-96.4% | $64,181-95.7% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -20.37% | -1.95%-18.4pp | 2.43%-22.8pp | 7.63%-28.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,018 | $3,145-35.8% | $3,851-47.6% | $3,470-41.8% |
| Admin fee / account holder | $333 | $4,667-92.9% | $6,675-95.0% | $4,887-93.2% |