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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 | $4,033 | $180,466-97.8% | $154,114-97.4% | $135,382-97.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -33.87% | 888.15%-922.0pp | 735.16%-769.0pp | 519.77%-553.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,465 | $5,806-23.1% | $5,081-12.1% | $5,609-20.4% |
| Admin fee / account holder | $1,135 | $16,144-93.0% | $13,411-91.5% | $10,829-89.5% |