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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 | $9,548 | $82,674-88.5% | $125,381-92.4% | $68,486-86.1% |
| Participation rate | 88.6% | 75.1%+13.6pp | 82.4%+6.3pp | 67.9%+20.7pp |
| Annual return | -22.92% | -5.97%-16.9pp | 572.31%-595.2pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,969 | $6,111-2.3% | $7,448-19.9% | $4,028+48.2% |
| Admin fee / account holder | $824 | $6,277-86.9% | $10,007-91.8% | $5,404-84.8% |