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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 | $1,601 | $215,361-99.3% | $171,082-99.1% | $273,972-99.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.02% | 25.14%-25.1pp | 32.56%-32.5pp | 41.46%-41.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,713 | $5,543-69.1% | $4,797-64.3% | $5,287-67.6% |
| Admin fee / account holder | $2,199 | $10,846-79.7% | $8,520-74.2% | $10,133-78.3% |