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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 | $23,507 | $162,785-85.6% | $133,959-82.5% | $158,950-85.2% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 0.28% | 41.94%-41.7pp | 45.09%-44.8pp | 302.91%-302.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,708 | $5,910-37.3% | $5,047-26.5% | $5,983-38.0% |
| Admin fee / account holder | $19,912 | $11,738+69.6% | $8,928+123.0% | $11,248+77.0% |