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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 | $4,305 | $174,379-97.5% | $152,093-97.2% | $138,895-96.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 1.21% | 74.86%-73.7pp | 66.36%-65.2pp | 145.39%-144.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,750 | $6,159-55.4% | $5,451-49.6% | $6,396-57.0% |
| Admin fee / account holder | $40,252 | $16,880+138.5% | $14,497+177.7% | $12,562+220.4% |