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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 | $8,928 | $168,635-94.7% | $147,617-94.0% | $125,389-92.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -8.97% | 77.65%-86.6pp | 61.98%-70.9pp | 282.24%-291.2pp |
| Employer contribution / active EE | $592 | $6,252-90.5% | $5,564-89.4% | $4,866-87.8% |
| Participant deferral / active EE | $3,708 | $5,507-32.7% | $4,895-24.3% | $5,352-30.7% |
| Admin fee / account holder | $301 | $13,580-97.8% | $11,612-97.4% | $9,541-96.8% |