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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 | $22,635 | $202,345-88.8% | $172,755-86.9% | $152,885-85.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 6.10% | 1029.77%-1023.7pp | 802.94%-796.8pp | 345.39%-339.3pp |
| Employer contribution / active EE | $442 | $5,858-92.5% | $5,144-91.4% | $4,763-90.7% |
| Participant deferral / active EE | $2,286 | $5,948-61.6% | $5,198-56.0% | $5,851-60.9% |
| Admin fee / account holder | $301 | $17,111-98.2% | $13,955-97.8% | $11,598-97.4% |