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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 | $8,555 | $176,120-95.1% | $159,487-94.6% | $167,553-94.9% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | -13.98% | 331.95%-345.9pp | 263.71%-277.7pp | 478.89%-492.9pp |
| Employer contribution / active EE | $632 | $5,299-88.1% | $4,831-86.9% | $4,840-86.9% |
| Participant deferral / active EE | $5,172 | $7,752-33.3% | $7,354-29.7% | $6,343-18.5% |
| Admin fee / account holder | $1,710 | $12,561-86.4% | $10,804-84.2% | $12,316-86.1% |