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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 | $6,757 | $89,259-92.4% | $107,187-93.7% | $82,637-91.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 6.87% | 21.02%-14.2pp | 204.55%-197.7pp | 53.51%-46.6pp |
| Employer contribution / active EE | $482 | $3,080-84.4% | $3,782-87.3% | $2,552-81.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $486 | $7,381-93.4% | $9,162-94.7% | $7,339-93.4% |