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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 | $29,810 | $125,797-76.3% | $170,043-82.5% | $75,173-60.3% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.0%+7.8pp | 67.2%+27.6pp |
| Annual return | 11.93% | 27.20%-15.3pp | 53.40%-41.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $665 | $4,616-85.6% | $6,790-90.2% | $2,671-75.1% |
| Participant deferral / active EE | $3,436 | $6,838-49.8% | $10,410-67.0% | $4,126-16.7% |
| Admin fee / account holder | $454 | $8,177-94.4% | $12,824-96.5% | $5,651-92.0% |