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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 | $30,303 | $202,342-85.0% | $172,753-82.5% | $152,909-80.2% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 8.66% | 1029.88%-1021.2pp | 803.00%-794.3pp | 345.46%-336.8pp |
| Employer contribution / active EE | $11 | $5,857-99.8% | $5,144-99.8% | $4,764-99.8% |
| Participant deferral / active EE | $5,117 | $5,948-14.0% | $5,198-1.6% | $5,851-12.6% |
| Admin fee / account holder | $14,311 | $17,112-16.4% | $13,956+2.5% | $11,601+23.4% |