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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 | $627 | $72,071-99.1% | $68,368-99.1% | $137,256-99.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -2.33% | 353.14%-355.5pp | 292.57%-294.9pp | 220.34%-222.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,200 | $4,410-72.8% | $4,123-70.9% | $6,407-81.3% |
| Admin fee / account holder | $7,913 | $5,336+48.3% | $5,150+53.7% | $12,270-35.5% |