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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 | $13,473 | $72,269-81.4% | $101,271-86.7% | $79,852-83.1% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 7.67% | 22.29%-14.6pp | 46.48%-38.8pp | 31.72%-24.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,208 | $3,282-32.7% | $4,371-49.5% | $3,740-41.0% |
| Admin fee / account holder | $1,831 | $4,401-58.4% | $5,948-69.2% | $5,306-65.5% |