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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 | $8,742 | $148,582-94.1% | $135,942-93.6% | $139,456-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.97% | 79.26%-69.3pp | 68.28%-58.3pp | 373.45%-363.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,311 | $8,101-59.1% | $7,759-57.3% | $6,711-50.7% |
| Admin fee / account holder | $9,546 | $12,402-23.0% | $10,764-11.3% | $11,407-16.3% |