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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 | $14,099 | $99,994-85.9% | $146,643-90.4% | $85,847-83.6% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 8.89% | 18.93%-10.0pp | 22.75%-13.9pp | 318.61%-309.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,691 | $4,006+17.1% | $5,506-14.8% | $3,952+18.7% |
| Admin fee / account holder | $1,006 | $7,703-86.9% | $10,280-90.2% | $6,261-83.9% |