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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 | $1,853 | $63,346-97.1% | $92,240-98.0% | $70,126-97.4% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | -2.90% | 530.19%-533.1pp | 176.29%-179.2pp | 73.15%-76.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,169 | $2,854-59.0% | $3,897-70.0% | $3,332-64.9% |
| Admin fee / account holder | $322 | $3,841-91.6% | $5,194-93.8% | $4,645-93.1% |