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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 | $7,129 | $115,814-93.8% | $101,275-93.0% | $158,982-95.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.69% | 56.16%-50.5pp | 46.48%-40.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $341 | $4,176-91.8% | $3,660-90.7% | $4,763-92.8% |
| Participant deferral / active EE | $1,886 | $4,958-62.0% | $4,371-56.9% | $5,983-68.5% |
| Admin fee / account holder | $95,179 | $7,249+1213.0% | $5,948+1500.2% | $11,252+745.9% |