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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 | $18,337 | $180,462-89.8% | $154,111-88.1% | $135,379-86.5% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -10.30% | 888.17%-898.5pp | 735.18%-745.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,239 | $6,036-79.5% | $5,298-76.6% | $4,779-74.1% |
| Participant deferral / active EE | $4,184 | $5,806-27.9% | $5,081-17.7% | $5,609-25.4% |
| Admin fee / account holder | $335 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |