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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $2,942 | $99,921-97.1% | $85,009-96.5% | $145,959-98.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 83.89%-69.0pp | 66.47%-51.6pp | 561.95%-547.0pp |
| Employer contribution / active EE | $279 | $3,233-91.4% | $2,728-89.8% | $4,661-94.0% |
| Participant deferral / active EE | $778 | $5,293-85.3% | $4,522-82.8% | $6,689-88.4% |
| Admin fee / account holder | $308 | $7,252-95.8% | $6,153-95.0% | $13,398-97.7% |