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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 | $9,934 | $145,431-93.2% | $211,142-95.3% | $87,485-88.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 2.11% | 27.21%-25.1pp | 46.84%-44.7pp | 26.06%-24.0pp |
| Employer contribution / active EE | $1,176 | $4,662-74.8% | $6,442-81.7% | $2,596-54.7% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $905 | $17,052-94.7% | $19,076-95.3% | $7,775-88.4% |