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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 | $7,768 | $134,817-94.2% | $123,973-93.7% | $155,188-95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 3.12% | 515.49%-512.4pp | 388.13%-385.0pp | 148.84%-145.7pp |
| Employer contribution / active EE | $255 | $4,425-94.2% | $4,126-93.8% | $4,248-94.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $574 | $13,245-95.7% | $11,799-95.1% | $14,480-96.0% |