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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 | $3,184 | $88,778-96.4% | $81,844-96.1% | $145,884-97.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 7.64% | 1033.03%-1025.4pp | 778.87%-771.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,192 | $4,648-9.8% | $4,323-3.0% | $6,690-37.3% |
| Admin fee / account holder | $10,316 | $8,430+22.4% | $7,355+40.3% | $13,392-23.0% |