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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 | $27,944 | $87,834-68.2% | $133,975-79.1% | $62,881-55.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.10% | 12.05%-12.0pp | 29.29%-29.2pp | 20.14%-20.0pp |
| Employer contribution / active EE | $951 | $3,482-72.7% | $5,211-81.7% | $2,281-58.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $374 | $5,372-93.0% | $9,324-96.0% | $4,296-91.3% |