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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 | $12,739 | $85,171-85.0% | $172,752-92.6% | $72,975-82.5% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | -0.50% | 27.32%-27.8pp | 802.97%-803.5pp | 81.01%-81.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,233 | $3,260-62.2% | $5,198-76.3% | $3,608-65.8% |
| Admin fee / account holder | $4,481 | $5,880-23.8% | $13,955-67.9% | $5,124-12.6% |