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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 | $3,543 | $76,407-95.4% | $150,298-97.6% | $82,448-95.7% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | -4.04% | 39.99%-44.0pp | 62.79%-66.8pp | 41.64%-45.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,285 | $3,214-60.0% | $5,453-76.4% | $4,139-69.0% |
| Admin fee / account holder | $853 | $6,352-86.6% | $14,116-94.0% | $7,234-88.2% |