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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 | $7,012 | $57,305-87.8% | $86,640-91.9% | $75,173-90.7% |
| Participation rate | 85.2% | 63.2%+22.0pp | 71.7%+13.5pp | 67.2%+18.0pp |
| Annual return | 12.70% | 2674.24%-2661.5pp | 592.52%-579.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,577 | $3,320-52.5% | $4,438-64.5% | $4,126-61.8% |
| Admin fee / account holder | $306 | $4,116-92.6% | $5,616-94.5% | $5,651-94.6% |