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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 | $13,207 | $106,008-87.5% | $92,240-85.7% | $147,586-91.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 7.31% | 50.05%-42.7pp | 176.29%-169.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $464 | $4,333-89.3% | $3,680-87.4% | $4,876-90.5% |
| Participant deferral / active EE | $2,290 | $4,478-48.9% | $3,897-41.2% | $5,439-57.9% |
| Admin fee / account holder | $694 | $6,333-89.0% | $5,194-86.6% | $10,886-93.6% |