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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 | $3,522 | $63,471-94.5% | $68,803-94.9% | $66,949-94.7% |
| Participation rate | 91.7% | 60.0%+31.8pp | 69.0%+22.7pp | 69.8%+21.9pp |
| Annual return | -20.26% | -8.29%-12.0pp | -6.37%-13.9pp | 1.57%-21.8pp |
| Employer contribution / active EE | $278 | $1,776-84.3% | $2,656-89.5% | $2,545-89.1% |
| Participant deferral / active EE | $1,498 | $2,946-49.2% | $3,942-62.0% | $4,239-64.7% |
| Admin fee / account holder | $323 | $578-44.1% | $4,936-93.5% | $594-45.6% |