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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 | $29,081 | $160,059-81.8% | $140,019-79.2% | $135,379-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.54% | 911.44%-922.0pp | 651.15%-661.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $1,144 | $6,420-82.2% | $5,605-79.6% | $4,779-76.1% |
| Participant deferral / active EE | $4,584 | $7,641-40.0% | $6,927-33.8% | $5,609-18.3% |
| Admin fee / account holder | $408 | $13,328-96.9% | $10,705-96.2% | $10,828-96.2% |