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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 | $7,807 | $84,233-90.7% | $170,436-95.4% | $70,131-88.9% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 10.08% | 23.06%-13.0pp | 205.94%-195.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $212 | $3,387-93.7% | $5,433-96.1% | $2,342-91.0% |
| Participant deferral / active EE | $970 | $3,086-68.6% | $4,939-80.4% | $3,332-70.9% |
| Admin fee / account holder | $773 | $5,698-86.4% | $13,880-94.4% | $4,645-83.4% |