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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 | $1,504 | $72,071-97.9% | $68,368-97.8% | $137,256-98.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 10.10% | 353.14%-343.0pp | 292.57%-282.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $747 | $4,410-83.1% | $4,123-81.9% | $6,407-88.3% |
| Admin fee / account holder | $333 | $5,336-93.8% | $5,150-93.5% | $12,270-97.3% |