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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 | $23,024 | $86,938-73.5% | $102,423-77.5% | $80,925-71.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.20% | 18.89%-11.7pp | 29.42%-22.2pp | 35.65%-28.5pp |
| Employer contribution / active EE | $497 | $2,369-79.0% | $3,023-83.6% | $2,756-82.0% |
| Participant deferral / active EE | $3,749 | $4,120-9.0% | $5,054-25.8% | $4,299-12.8% |
| Admin fee / account holder | $6,064 | $8,053-24.7% | $9,455-35.9% | $6,940-12.6% |