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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 | $11,686 | $138,114-91.5% | $125,391-90.7% | $134,545-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -56.73% | 750.88%-807.6pp | 572.41%-629.1pp | 418.37%-475.1pp |
| Employer contribution / active EE | $724 | $5,246-86.2% | $4,816-85.0% | $4,742-84.7% |
| Participant deferral / active EE | $14,500 | $7,801+85.9% | $7,448+94.7% | $6,401+126.5% |
| Admin fee / account holder | $627 | $11,570-94.6% | $10,009-93.7% | $11,431-94.5% |