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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 | $4,005 | $71,872-94.4% | $86,691-95.4% | $68,495-94.2% |
| Participation rate | 80.5% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.6pp |
| Annual return | -20.78% | 3.53%-24.3pp | 35.94%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,116 | $3,779-44.0% | $4,656-54.6% | $4,028-47.5% |
| Admin fee / account holder | $432 | $6,112-92.9% | $7,492-94.2% | $5,403-92.0% |