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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 | $20,862 | $157,304-86.7% | $141,197-85.2% | $152,909-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.79% | 64.34%-56.6pp | 71.41%-63.6pp | 345.46%-337.7pp |
| Employer contribution / active EE | $833 | $5,263-84.2% | $4,736-82.4% | $4,764-82.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $358 | $12,126-97.0% | $10,265-96.5% | $11,601-96.9% |