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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 | $6,819 | $112,121-93.9% | $95,960-92.9% | $158,966-95.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.20% | 171.16%-171.0pp | 91.63%-91.4pp | 302.95%-302.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,126 | $4,784+28.0% | $4,167+47.0% | $5,983+2.4% |
| Admin fee / account holder | $15,672 | $10,135+54.6% | $6,797+130.6% | $11,250+39.3% |