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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 | $4,507 | $57,305-92.1% | $86,640-94.8% | $75,173-94.0% |
| Participation rate | 96.2% | 63.2%+32.9pp | 71.7%+24.4pp | 67.2%+29.0pp |
| Annual return | 11.87% | 2674.24%-2662.4pp | 592.52%-580.6pp | 160.72%-148.8pp |
| Employer contribution / active EE | $169 | $2,316-92.7% | $3,024-94.4% | $2,671-93.7% |
| Participant deferral / active EE | $1,123 | $3,320-66.2% | $4,438-74.7% | $4,126-72.8% |
| Admin fee / account holder | $1,338 | $4,116-67.5% | $5,616-76.2% | $5,651-76.3% |