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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 | $24,982 | $110,083-77.3% | $151,628-83.5% | $68,495-63.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 87.5%-17.5pp | 67.9%+2.1pp |
| Annual return | -19.52% | -10.12%-9.4pp | 3.34%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,175 | $6,526+25.3% | $8,363-2.2% | $4,028+103.0% |
| Admin fee / account holder | $998 | $7,718-87.1% | $11,613-91.4% | $5,403-81.5% |