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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 | $3,132 | $183,539-98.3% | $155,556-98.0% | $145,897-97.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -16.86% | 61.31%-78.2pp | 64.84%-81.7pp | 552.29%-569.1pp |
| Employer contribution / active EE | $688 | $5,315-87.0% | $4,675-85.3% | $4,663-85.2% |
| Participant deferral / active EE | $2,456 | $6,467-62.0% | $5,631-56.4% | $6,689-63.3% |
| Admin fee / account holder | $579 | $19,275-97.0% | $15,885-96.4% | $13,390-95.7% |