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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 | $27,115 | $224,372-87.9% | $219,333-87.6% | $222,458-87.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -19.61% | -2.14%-17.5pp | -2.00%-17.6pp | -2.16%-17.4pp |
| Employer contribution / active EE | $3,375 | $37,316-91.0% | $34,470-90.2% | $42,957-92.1% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $12,095 | $5,081+138.1% | $5,362+125.6% | $12,572-3.8% |