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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 | $20,079 | $137,414-85.4% | $189,537-89.4% | $85,847-76.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 3.91% | 38.14%-34.2pp | 555.34%-551.4pp | 318.61%-314.7pp |
| Employer contribution / active EE | $930 | $4,344-78.6% | $6,161-84.9% | $2,565-63.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $842 | $8,630-90.2% | $12,048-93.0% | $6,261-86.5% |