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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 | $22,700 | $209,874-89.2% | $189,537-88.0% | $167,536-86.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | -39.72% | 748.61%-788.3pp | 555.34%-595.1pp | 478.82%-518.5pp |
| Employer contribution / active EE | $416 | $6,913-94.0% | $6,161-93.2% | $4,839-91.4% |
| Participant deferral / active EE | $12,476 | $8,934+39.7% | $8,220+51.8% | $6,342+96.7% |
| Admin fee / account holder | $5,242 | $14,299-63.3% | $12,048-56.5% | $12,315-57.4% |