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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 | $15,935 | $76,551-79.2% | $123,894-87.1% | $62,881-74.7% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 4.97% | 18.68%-13.7pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,603 | $4,840-46.2% | $5,984-56.5% | $3,203-18.7% |
| Admin fee / account holder | $943 | $4,826-80.5% | $8,357-88.7% | $4,296-78.1% |