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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 | $13,696 | $56,544-75.8% | $75,501-81.9% | $70,126-80.5% |
| Participation rate | 70.3% | 68.1%+2.2pp | 72.4%-2.1pp | 69.5%+0.7pp |
| Annual return | 9.84% | 23.59%-13.8pp | 27.35%-17.5pp | 73.15%-63.3pp |
| Employer contribution / active EE | $280 | $1,817-84.6% | $2,352-88.1% | $2,343-88.0% |
| Participant deferral / active EE | $973 | $2,580-62.3% | $3,142-69.0% | $3,332-70.8% |
| Admin fee / account holder | $1,620 | $3,827-57.7% | $5,801-72.1% | $4,645-65.1% |