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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 | $15,262 | $92,219-83.5% | $76,767-80.1% | $135,380-88.7% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -9.40% | 5.46%-14.9pp | 2.43%-11.8pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,018 | $4,508+33.5% | $3,852+56.2% | $5,609+7.3% |
| Admin fee / account holder | $761 | $10,749-92.9% | $6,675-88.6% | $10,828-93.0% |