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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 | $14,678 | $59,116-75.2% | $86,438-83.0% | $68,486-78.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.09% | -0.23%-21.9pp | 4397.19%-4419.3pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,016 | $5,902+18.9% | $6,952+0.9% | $4,028+74.2% |
| Admin fee / account holder | $4,036 | $5,639-28.4% | $6,733-40.1% | $5,404-25.3% |