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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 | $3,522 | $82,674-95.7% | $125,381-97.2% | $68,486-94.9% |
| Participation rate | 78.3% | 75.1%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -21.30% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,171 | $6,111-48.1% | $7,448-57.4% | $4,028-21.3% |
| Admin fee / account holder | $471 | $6,277-92.5% | $10,007-95.3% | $5,404-91.3% |