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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 | $7,190 | $84,236-91.5% | $170,435-95.8% | $70,126-89.7% |
| Participation rate | 95.5% | 70.8%+24.7pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 6.63% | 23.06%-16.4pp | 205.94%-199.3pp | 73.15%-66.5pp |
| Employer contribution / active EE | $161 | $3,387-95.2% | $5,432-97.0% | $2,343-93.1% |
| Participant deferral / active EE | $913 | $3,086-70.4% | $4,939-81.5% | $3,332-72.6% |
| Admin fee / account holder | $832 | $5,698-85.4% | $13,881-94.0% | $4,645-82.1% |