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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 | $14,926 | $86,949-82.8% | $102,460-85.4% | $80,959-81.6% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.7%+24.2pp |
| Annual return | 10.11% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $266 | $2,370-88.8% | $3,025-91.2% | $2,757-90.4% |
| Participant deferral / active EE | $2,145 | $4,121-47.9% | $5,056-57.6% | $4,300-50.1% |
| Admin fee / account holder | $1,194 | $8,048-85.2% | $9,460-87.4% | $6,925-82.8% |