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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 | $14,725 | $165,399-91.1% | $149,745-90.2% | $158,982-90.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -63.20% | 348.34%-411.5pp | 276.72%-339.9pp | 302.99%-366.2pp |
| Employer contribution / active EE | $25 | $5,105-99.5% | $4,646-99.5% | $4,763-99.5% |
| Participant deferral / active EE | $12,904 | $7,183+79.7% | $6,843+88.6% | $5,983+115.7% |
| Admin fee / account holder | $2,905 | $10,811-73.1% | $9,312-68.8% | $11,252-74.2% |