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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 | $8,555 | $156,616-94.5% | $133,346-93.6% | $198,609-95.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 2.25% | 44.25%-42.0pp | 36.85%-34.6pp | 202.70%-200.4pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,358 | $4,920+69.9% | $4,332+92.9% | $6,977+19.8% |
| Admin fee / account holder | $9,141 | $17,468-47.7% | $14,264-35.9% | $19,030-52.0% |