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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 | $4,797 | $51,631-90.7% | $129,397-96.3% | $80,925-94.1% |
| Participation rate | 81.1% | 56.9%+24.1pp | 69.6%+11.5pp | 67.7%+13.4pp |
| Annual return | 4.60% | 20.77%-16.2pp | 9453.98%-9449.4pp | 35.65%-31.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $895 | $2,670-66.5% | $4,167-78.5% | $4,299-79.2% |
| Admin fee / account holder | $1,414 | $4,309-67.2% | $7,679-81.6% | $6,940-79.6% |