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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 | $9,312 | $226,135-95.9% | $182,558-94.9% | $152,909-93.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.5%-4.7pp |
| Annual return | -0.75% | 192.60%-193.4pp | 148.59%-149.3pp | 345.46%-346.2pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,231 | $6,371-49.3% | $5,526-41.5% | $5,851-44.8% |
| Admin fee / account holder | $1,403 | $10,707-86.9% | $8,594-83.7% | $11,601-87.9% |