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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 | $15,319 | $167,362-90.8% | $143,799-89.3% | $134,532-88.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -29.33% | 0.47%-29.8pp | -0.04%-29.3pp | 418.27%-447.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,364 | $6,447+91.8% | $5,638+119.3% | $6,401+93.2% |
| Admin fee / account holder | $1,242 | $18,094-93.1% | $14,677-91.5% | $11,429-89.1% |