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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 | $11,219 | $167,504-93.3% | $151,628-92.6% | $134,509-91.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.76% | 7.81%-29.6pp | 3.34%-25.1pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,423 | $6,828-79.2% | $6,165-76.9% | $4,741-70.0% |
| Participant deferral / active EE | $5,580 | $8,985-37.9% | $8,363-33.3% | $6,400-12.8% |
| Admin fee / account holder | $1,098 | $13,779-92.0% | $11,613-90.5% | $11,427-90.4% |