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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 | $7,163 | $155,555-95.4% | $146,866-95.1% | $155,188-95.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 10.17% | 115.41%-105.2pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $17 | $4,647-99.6% | $4,425-99.6% | $4,248-99.6% |
| Participant deferral / active EE | $3,034 | $8,044-62.3% | $7,759-60.9% | $6,531-53.6% |
| Admin fee / account holder | $3,423 | $14,755-76.8% | $13,620-74.9% | $14,480-76.4% |