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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 | $7,318 | $90,606-91.9% | $79,466-90.8% | $135,379-94.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -15.47% | 977.69%-993.2pp | 718.28%-733.8pp | 519.79%-535.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,705 | $4,050-33.2% | $3,704-27.0% | $5,609-51.8% |
| Admin fee / account holder | $618 | $5,895-89.5% | $5,104-87.9% | $10,828-94.3% |