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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 | $12,158 | $138,072-91.2% | $123,549-90.2% | $135,382-91.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -15.84% | 153.69%-169.5pp | 119.20%-135.0pp | 519.77%-535.6pp |
| Employer contribution / active EE | $848 | $5,152-83.5% | $4,628-81.7% | $4,779-82.2% |
| Participant deferral / active EE | $2,750 | $6,799-59.6% | $6,426-57.2% | $5,609-51.0% |
| Admin fee / account holder | $427 | $10,917-96.1% | $9,284-95.4% | $10,829-96.1% |