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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 | $8,921 | $123,793-92.8% | $177,827-95.0% | $79,858-88.8% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 6.18% | 22.82%-16.6pp | 48.32%-42.1pp | 31.72%-25.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,589 | $5,956-39.7% | $7,713-53.5% | $3,740-4.0% |
| Admin fee / account holder | $376 | $7,243-94.8% | $12,429-97.0% | $5,306-92.9% |