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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 | $13,714 | $138,102-90.1% | $125,381-89.1% | $134,532-89.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.65% | 750.73%-773.4pp | 572.31%-595.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $906 | $5,245-82.7% | $4,815-81.2% | $4,741-80.9% |
| Participant deferral / active EE | $4,288 | $7,801-45.0% | $7,448-42.4% | $6,401-33.0% |
| Admin fee / account holder | $371 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |