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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 | $4,049 | $77,908-94.8% | $149,696-97.3% | $75,173-94.6% |
| Participation rate | 81.4% | 65.6%+15.8pp | 78.8%+2.6pp | 67.2%+14.2pp |
| Annual return | 10.89% | 31.73%-20.8pp | 134.46%-123.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $30 | $3,138-99.0% | $4,821-99.4% | $2,671-98.9% |
| Participant deferral / active EE | $965 | $3,411-71.7% | $5,682-83.0% | $4,126-76.6% |
| Admin fee / account holder | $494 | $5,950-91.7% | $13,212-96.3% | $5,651-91.3% |