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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 | $460 | $69,118-99.3% | $53,647-99.1% | $138,895-99.7% |
| Participation rate | 94.7% | 64.0%+30.8pp | 56.3%+38.5pp | 79.9%+14.8pp |
| Annual return | -4.01% | 248.26%-252.3pp | 358.33%-362.3pp | 145.39%-149.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $450 | $2,274-80.2% | $1,813-75.2% | $6,396-93.0% |
| Admin fee / account holder | $400 | $2,724-85.3% | $2,460-83.7% | $12,562-96.8% |