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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 | $6,166 | $100,805-93.9% | $86,698-92.9% | $134,532-95.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.25% | 29.09%-55.3pp | 35.95%-62.2pp | 418.27%-444.5pp |
| Employer contribution / active EE | $347 | $3,490-90.1% | $2,837-87.8% | $4,741-92.7% |
| Participant deferral / active EE | $3,469 | $5,339-35.0% | $4,656-25.5% | $6,401-45.8% |
| Admin fee / account holder | $404 | $10,925-96.3% | $7,493-94.6% | $11,429-96.5% |