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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 | $3,144 | $111,535-97.2% | $105,223-97.0% | $137,256-97.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 2.88% | 237.85%-235.0pp | 180.65%-177.8pp | 220.34%-217.5pp |
| Employer contribution / active EE | $371 | $3,939-90.6% | $3,689-90.0% | $4,156-91.1% |
| Participant deferral / active EE | $1,519 | $5,500-72.4% | $5,072-70.0% | $6,407-76.3% |
| Admin fee / account holder | $29,342 | $9,721+201.8% | $8,859+231.2% | $12,270+139.1% |