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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 | $11,489 | $58,493-80.4% | $84,021-86.3% | $72,975-84.3% |
| Participation rate | 93.9% | 61.2%+32.7pp | 69.0%+24.9pp | 69.5%+24.5pp |
| Annual return | 15.51% | 28.93%-13.4pp | 71.32%-55.8pp | 81.01%-65.5pp |
| Employer contribution / active EE | $79 | $1,163-93.2% | $1,984-96.0% | $2,440-96.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,063 | $4,569-54.8% | $6,102-66.2% | $5,124-59.7% |