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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 | $8,101 | $138,078-94.1% | $125,363-93.5% | $134,509-94.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.47% | 750.49%-781.0pp | 572.15%-602.6pp | 418.13%-448.6pp |
| Employer contribution / active EE | $960 | $5,245-81.7% | $4,815-80.1% | $4,741-79.8% |
| Participant deferral / active EE | $2,614 | $7,800-66.5% | $7,447-64.9% | $6,400-59.2% |
| Admin fee / account holder | $1,577 | $11,566-86.4% | $10,005-84.2% | $11,427-86.2% |