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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 | $5,386 | $81,358-93.4% | $155,556-96.5% | $80,959-93.3% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 6.95% | 33.39%-26.4pp | 64.84%-57.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,277 | $3,455-34.1% | $5,631-59.6% | $4,300-47.1% |
| Admin fee / account holder | $2,725 | $7,994-65.9% | $15,885-82.8% | $6,925-60.6% |