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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 | $11,440 | $71,873-84.1% | $86,698-86.8% | $68,490-83.3% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -33.89% | 3.54%-37.4pp | 35.96%-69.9pp | -7.85%-26.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,239 | $3,779+276.8% | $4,656+205.8% | $4,028+253.5% |
| Admin fee / account holder | $2,465 | $6,110-59.7% | $7,492-67.1% | $5,403-54.4% |