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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 | $2,502 | $56,063-95.5% | $76,051-96.7% | $80,911-96.9% |
| Participation rate | 82.9% | 62.0%+20.9pp | 69.1%+13.8pp | 67.6%+15.2pp |
| Annual return | 8.17% | 20.54%-12.4pp | 360.42%-352.2pp | 35.63%-27.5pp |
| Employer contribution / active EE | $213 | $1,874-88.6% | $2,690-92.1% | $2,756-92.3% |
| Participant deferral / active EE | $1,179 | $3,052-61.4% | $4,257-72.3% | $4,297-72.6% |
| Admin fee / account holder | $2,214 | $5,240-57.8% | $6,416-65.5% | $6,935-68.1% |