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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 | $15,512 | $181,896-91.5% | $156,551-90.1% | $273,972-94.3% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | 0.56% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $767 | $6,248-87.7% | $5,501-86.1% | $4,869-84.2% |
| Participant deferral / active EE | $2,319 | $5,550-58.2% | $4,871-52.4% | $5,287-56.1% |
| Admin fee / account holder | $577 | $15,560-96.3% | $13,028-95.6% | $10,133-94.3% |