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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 | $40,184 | $143,969-72.1% | $199,883-79.9% | $82,637-51.4% |
| Participation rate | 93.8% | 84.1%+9.6pp | 86.8%+7.0pp | 68.1%+25.7pp |
| Annual return | 11.35% | 25.67%-14.3pp | 43.81%-32.5pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,461 | $4,632-68.5% | $6,261-76.7% | $2,552-42.8% |
| Participant deferral / active EE | $4,183 | $6,937-39.7% | $9,138-54.2% | $4,126+1.4% |
| Admin fee / account holder | $20,141 | $14,597+38.0% | $17,268+16.6% | $7,339+174.4% |