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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 | $3,295 | $88,672-96.3% | $105,223-96.9% | $82,448-96.0% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | -34.35% | 30.86%-65.2pp | 180.65%-215.0pp | 41.64%-76.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,469 | $4,036-14.0% | $5,072-31.6% | $4,139-16.2% |
| Admin fee / account holder | $1,513 | $7,146-78.8% | $8,859-82.9% | $7,234-79.1% |