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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 | $6,909 | $167,522-95.9% | $151,639-95.4% | $134,532-94.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -33.34% | 7.81%-41.2pp | 3.34%-36.7pp | 418.27%-451.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,886 | $8,986-23.4% | $8,363-17.7% | $6,401+7.6% |
| Admin fee / account holder | $2,114 | $13,780-84.7% | $11,613-81.8% | $11,429-81.5% |