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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 | $8,976 | $88,672-89.9% | $105,223-91.5% | $82,448-89.1% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 8.40% | 30.86%-22.5pp | 180.65%-172.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,251 | $4,036-44.2% | $5,072-55.6% | $4,139-45.6% |
| Admin fee / account holder | $1,173 | $7,146-83.6% | $8,859-86.8% | $7,234-83.8% |