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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 | $13,424 | $167,352-92.0% | $143,788-90.7% | $134,509-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.45% | 0.47%-20.9pp | -0.03%-20.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $758 | $5,620-86.5% | $4,952-84.7% | $4,741-84.0% |
| Participant deferral / active EE | $7,522 | $6,447+16.7% | $5,638+33.4% | $6,400+17.5% |
| Admin fee / account holder | $375 | $18,091-97.9% | $14,675-97.4% | $11,427-96.7% |