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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 | $6,971 | $99,644-93.0% | $86,438-91.9% | $134,532-94.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -22.73% | 6787.26%-6810.0pp | 4397.19%-4419.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,317 | $7,247-54.2% | $6,952-52.3% | $6,401-48.2% |
| Admin fee / account holder | $325 | $8,375-96.1% | $6,733-95.2% | $11,429-97.2% |