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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 | $8,475 | $190,879-95.6% | $160,009-94.7% | $134,532-93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -89.95% | 552.63%-642.6pp | 408.85%-498.8pp | 418.27%-508.2pp |
| Employer contribution / active EE | $498 | $4,995-90.0% | $4,225-88.2% | $4,741-89.5% |
| Participant deferral / active EE | $7,310 | $6,924+5.6% | $6,183+18.2% | $6,401+14.2% |
| Admin fee / account holder | $3,963 | $10,495-62.2% | $8,715-54.5% | $11,429-65.3% |