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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 | $39,775 | $122,131-67.4% | $189,821-79.0% | $122,131-67.4% |
| Participation rate | 78.6% | 75.1%+3.5pp | 86.3%-7.8pp | 75.1%+3.5pp |
| Annual return | 10.24% | 16.17%-5.9pp | 10415.09%-10404.8pp | 16.17%-5.9pp |
| Employer contribution / active EE | $599 | $3,608-83.4% | $4,181-85.7% | $3,608-83.4% |
| Participant deferral / active EE | $1,676 | $3,892-56.9% | $4,116-59.3% | $3,892-56.9% |
| Admin fee / account holder | $7,384 | $11,586-36.3% | $8,718-15.3% | $11,586-36.3% |