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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 | $3,564 | $68,412-94.8% | $94,679-96.2% | $75,181-95.3% |
| Participation rate | 76.0% | 76.1%-0.1pp | 80.8%-4.8pp | 67.2%+8.8pp |
| Annual return | -10.63% | 616.91%-627.5pp | 156.75%-167.4pp | 160.69%-171.3pp |
| Employer contribution / active EE | $326 | $2,701-87.9% | $3,673-91.1% | $2,671-87.8% |
| Participant deferral / active EE | $3,819 | $6,537-41.6% | $7,417-48.5% | $4,126-7.4% |
| Admin fee / account holder | $791 | $5,326-85.2% | $7,233-89.1% | $5,650-86.0% |