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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 | $8,075 | $105,867-92.4% | $90,760-91.1% | $134,532-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.44% | -10.99%-10.4pp | -12.16%-9.3pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,598 | $5,217-31.0% | $4,565-21.2% | $6,401-43.8% |
| Admin fee / account holder | $1,391 | $13,936-90.0% | $8,444-83.5% | $11,429-87.8% |