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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 | $3,490 | $68,097-94.9% | $62,929-94.5% | $137,256-97.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 4.94% | 1859.11%-1854.2pp | 1063.93%-1059.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $90 | $2,811-96.8% | $2,505-96.4% | $4,156-97.8% |
| Participant deferral / active EE | $1,511 | $4,553-66.8% | $3,888-61.1% | $6,407-76.4% |
| Admin fee / account holder | $16,143 | $6,521+147.5% | $5,065+218.7% | $12,270+31.6% |