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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 | $7,353 | $100,805-92.7% | $86,698-91.5% | $134,532-94.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -22.81% | 29.09%-51.9pp | 35.95%-58.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,028 | $5,339+12.9% | $4,656+29.5% | $6,401-5.8% |
| Admin fee / account holder | $308 | $10,925-97.2% | $7,493-95.9% | $11,429-97.3% |