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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 | $6,738 | $175,257-96.2% | $149,717-95.5% | $139,456-95.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -25.17% | 166.70%-191.9pp | 134.41%-159.6pp | 373.45%-398.6pp |
| Employer contribution / active EE | $738 | $5,477-86.5% | $4,820-84.7% | $4,753-84.5% |
| Participant deferral / active EE | $4,951 | $6,521-24.1% | $5,682-12.9% | $6,711-26.2% |
| Admin fee / account holder | $1,948 | $16,156-87.9% | $13,213-85.3% | $11,407-82.9% |