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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 | $172,218 | $266,915-35.5% | $319,010-46.0% | $350,051-50.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | -22.35% | 12.39%-34.7pp | 10.22%-32.6pp | -14.65%-7.7pp |
| Employer contribution / active EE | $2,237 | $53,662-95.8% | $51,198-95.6% | $46,321-95.2% |
| Participant deferral / active EE | $17,380 | $126+13642.8% | $129+13407.3% | $60+28853.0% |
| Admin fee / account holder | $6,924 | $9,726-28.8% | $10,810-36.0% | $14,582-52.5% |