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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 | $7,201 | $78,423-90.8% | $95,964-92.5% | $79,856-91.0% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 8.75% | 19.37%-10.6pp | 91.64%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $183 | $1,945-90.6% | $2,541-92.8% | $2,471-92.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,118 | $5,622-80.1% | $6,797-83.6% | $5,306-78.9% |