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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 | $5,917 | $91,179-93.5% | $178,499-96.7% | $79,852-92.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 1.95% | 24.19%-22.2pp | 151.10%-149.1pp | 31.72%-29.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,001 | $3,236-69.1% | $5,202-80.8% | $3,740-73.2% |
| Admin fee / account holder | $315 | $6,749-95.3% | $13,986-97.7% | $5,306-94.1% |