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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 | $3,717 | $68,097-94.5% | $62,929-94.1% | $137,256-97.3% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.0%+4.7pp |
| Annual return | 5.57% | 1859.11%-1853.5pp | 1063.93%-1058.4pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,827 | $4,553-59.9% | $3,888-53.0% | $6,407-71.5% |
| Admin fee / account holder | $6,412 | $6,521-1.7% | $5,065+26.6% | $12,270-47.7% |