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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 | $9,861 | $115,780-91.5% | $101,255-90.3% | $158,931-93.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -13.17% | 56.14%-69.3pp | 46.48%-59.6pp | 302.86%-316.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,318 | $4,958-53.2% | $4,370-47.0% | $5,982-61.3% |
| Admin fee / account holder | $1,091 | $7,246-84.9% | $5,946-81.6% | $11,247-90.3% |