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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 | $2,612 | $91,179-97.1% | $178,499-98.5% | $79,852-96.7% |
| Participation rate | 91.2% | 69.2%+22.0pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | -6.75% | 24.19%-30.9pp | 151.10%-157.8pp | 31.72%-38.5pp |
| Employer contribution / active EE | $316 | $3,256-90.3% | $5,011-93.7% | $2,471-87.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $339 | $6,749-95.0% | $13,986-97.6% | $5,306-93.6% |