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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 | $6,569 | $148,582-95.6% | $135,942-95.2% | $139,456-95.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -5.21% | 79.26%-84.5pp | 68.28%-73.5pp | 373.45%-378.7pp |
| Employer contribution / active EE | $290 | $5,245-94.5% | $4,858-94.0% | $4,753-93.9% |
| Participant deferral / active EE | $4,864 | $8,101-40.0% | $7,759-37.3% | $6,711-27.5% |
| Admin fee / account holder | $3,021 | $12,402-75.6% | $10,764-71.9% | $11,407-73.5% |