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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 | $8,967 | $64,716-86.1% | $112,258-92.0% | $68,495-86.9% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -20.09% | -11.40%-8.7pp | 27.47%-47.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $520 | $2,746-81.1% | $3,636-85.7% | $2,596-80.0% |
| Participant deferral / active EE | $2,186 | $3,565-38.7% | $4,728-53.8% | $4,028-45.7% |
| Admin fee / account holder | $2,958 | $5,232-43.5% | $6,411-53.9% | $5,403-45.3% |