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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 | $16,109 | $148,623-89.2% | $135,974-88.2% | $139,466-88.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.61% | 79.30%-75.7pp | 68.30%-64.7pp | 373.66%-370.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,891 | $8,103+34.4% | $7,760+40.3% | $6,712+62.3% |
| Admin fee / account holder | $1,803 | $12,406-85.5% | $10,767-83.3% | $11,409-84.2% |