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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 | $5,760 | $114,119-95.0% | $107,187-94.6% | $138,895-95.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.97% | 273.21%-272.2pp | 204.55%-203.6pp | 145.39%-144.4pp |
| Employer contribution / active EE | $11 | $4,059-99.7% | $3,782-99.7% | $4,194-99.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $22,475 | $10,024+124.2% | $9,162+145.3% | $12,562+78.9% |