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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 | $4,026 | $183,516-97.8% | $155,534-97.4% | $145,884-97.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | -96.58% | 61.43%-158.0pp | 64.92%-161.5pp | 551.85%-648.4pp |
| Employer contribution / active EE | $995 | $5,315-81.3% | $4,675-78.7% | $4,662-78.7% |
| Participant deferral / active EE | $2,011 | $6,467-68.9% | $5,630-64.3% | $6,690-69.9% |
| Admin fee / account holder | $659 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |