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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 | $3,042 | $138,102-97.8% | $125,381-97.6% | $134,532-97.7% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -67.46% | 750.73%-818.2pp | 572.31%-639.8pp | 418.27%-485.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,659 | $7,801-53.1% | $7,448-50.9% | $6,401-42.8% |
| Admin fee / account holder | $473 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |