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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 | $4,022 | $167,504-97.6% | $151,628-97.3% | $134,509-97.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -23.56% | 7.81%-31.4pp | 3.34%-26.9pp | 418.13%-441.7pp |
| Employer contribution / active EE | $1,423 | $6,828-79.2% | $6,165-76.9% | $4,741-70.0% |
| Participant deferral / active EE | $5,223 | $8,985-41.9% | $8,363-37.5% | $6,400-18.4% |
| Admin fee / account holder | $9,674 | $13,779-29.8% | $11,613-16.7% | $11,427-15.3% |