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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 | $169 | $105,284-99.8% | $150,734-99.9% | $94,015-99.8% |
| Participation rate | 84.4% | 71.7%+12.7pp | 78.4%+6.0pp | 70.8%+13.6pp |
| Annual return | -133.10% | 15.67%-148.8pp | 600.81%-733.9pp | 17.84%-150.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,636 | $4,274-14.9% | $5,610-35.2% | $4,249-14.4% |
| Admin fee / account holder | $2,033 | $9,839-79.3% | $14,905-86.4% | $8,951-77.3% |