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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 | $14,559 | $77,817-81.3% | $123,553-88.2% | $64,173-77.3% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -10.97% | 12.49%-23.5pp | 119.21%-130.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,151 | $5,240-1.7% | $6,426-19.8% | $3,470+48.5% |
| Admin fee / account holder | $465 | $5,519-91.6% | $9,284-95.0% | $4,887-90.5% |