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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 | $2,023 | $73,863-97.3% | $143,797-98.6% | $68,490-97.0% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.7pp |
| Annual return | -23.16% | 0.91%-24.1pp | -0.04%-23.1pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,275 | $3,385-32.8% | $5,638-59.7% | $4,028-43.5% |
| Admin fee / account holder | $725 | $5,756-87.4% | $14,679-95.1% | $5,403-86.6% |