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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 | $4,156 | $59,813-93.1% | $79,580-94.8% | $68,486-93.9% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -30.32% | -12.30%-18.0pp | 0.15%-30.5pp | -7.85%-22.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,103 | $3,024-30.5% | $3,985-47.2% | $4,028-47.8% |
| Admin fee / account holder | $996 | $4,835-79.4% | $6,835-85.4% | $5,404-81.6% |