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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 | $13,324 | $73,988-82.0% | $96,538-86.2% | $75,177-82.3% |
| Participation rate | 90.2% | 66.4%+23.8pp | 74.3%+15.9pp | 67.2%+23.0pp |
| Annual return | 10.93% | 26.73%-15.8pp | 35.74%-24.8pp | 160.75%-149.8pp |
| Employer contribution / active EE | $711 | $2,930-75.7% | $3,740-81.0% | $2,671-73.4% |
| Participant deferral / active EE | $2,546 | $3,660-30.5% | $4,880-47.8% | $4,126-38.3% |
| Admin fee / account holder | $5,661 | $5,220+8.5% | $6,737-16.0% | $5,651+0.2% |