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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 | $8,948 | $148,582-94.0% | $135,942-93.4% | $139,456-93.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | -4.96% | 79.26%-84.2pp | 68.28%-73.2pp | 373.45%-378.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,414 | $8,101-45.5% | $7,759-43.1% | $6,711-34.2% |
| Admin fee / account holder | $1,164 | $12,402-90.6% | $10,764-89.2% | $11,407-89.8% |