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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 | $15,536 | $167,353-90.7% | $143,797-89.2% | $134,545-88.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -20.80% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $900 | $5,620-84.0% | $4,952-81.8% | $4,742-81.0% |
| Participant deferral / active EE | $2,354 | $6,447-63.5% | $5,638-58.2% | $6,401-63.2% |
| Admin fee / account holder | $11,056 | $18,096-38.9% | $14,679-24.7% | $11,431-3.3% |