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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 | $15,836 | $160,070-90.1% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 7.57% | 98.69%-91.1pp | 420.54%-413.0pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,026 | $5,285-80.6% | $4,932-79.2% | $4,663-78.0% |
| Participant deferral / active EE | $3,085 | $8,419-63.4% | $8,065-61.7% | $6,689-53.9% |
| Admin fee / account holder | $724 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |