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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 | $3,551 | $110,278-96.8% | $95,740-96.3% | $139,466-97.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.48% | 27.19%-22.7pp | 28.41%-23.9pp | 373.66%-369.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,542 | $4,674-45.6% | $4,244-40.1% | $6,712-62.1% |
| Admin fee / account holder | $899 | $6,613-86.4% | $5,676-84.2% | $11,409-92.1% |