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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 | $21,100 | $166,131-87.3% | $164,975-87.2% | $145,877-85.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.90% | 100.37%-93.5pp | 70.12%-63.2pp | 551.28%-544.4pp |
| Employer contribution / active EE | $851 | $5,276-83.9% | $4,343-80.4% | $4,663-81.8% |
| Participant deferral / active EE | $2,506 | $6,962-64.0% | $6,033-58.5% | $6,691-62.5% |
| Admin fee / account holder | $11,148 | $16,648-33.0% | $12,688-12.1% | $13,402-16.8% |