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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 | $5,678 | $88,707-93.6% | $74,184-92.3% | $273,972-97.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -34.93% | 11.94%-46.9pp | 17.74%-52.7pp | 41.46%-76.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,311 | $4,212+26.1% | $3,550+49.6% | $5,287+0.4% |
| Admin fee / account holder | $583 | $8,717-93.3% | $5,586-89.6% | $10,133-94.2% |