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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 | $20,173 | $142,972-85.9% | $214,702-90.6% | $86,983-76.8% |
| Participation rate | 78.9% | 84.9%-5.9pp | 87.5%-8.5pp | 69.5%+9.4pp |
| Annual return | 11.50% | 18.49%-7.0pp | 54.55%-43.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $148 | $4,635-96.8% | $6,461-97.7% | $2,584-94.3% |
| Participant deferral / active EE | $3,926 | $6,568-40.2% | $9,147-57.1% | $4,194-6.4% |
| Admin fee / account holder | $24,291 | $17,617+37.9% | $19,830+22.5% | $7,856+209.2% |