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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 | $4,945 | $58,627-91.6% | $76,735-93.6% | $82,448-94.0% |
| Participation rate | 71.6% | 63.2%+8.4pp | 69.5%+2.1pp | 68.1%+3.6pp |
| Annual return | 12.42% | 39.10%-26.7pp | 29.77%-17.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,199 | $3,134-61.7% | $4,088-70.7% | $4,139-71.0% |
| Admin fee / account holder | $3,433 | $5,323-35.5% | $7,189-52.2% | $7,234-52.5% |