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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 | $37,619 | $142,972-73.7% | $214,702-82.5% | $86,983-56.8% |
| Participation rate | 95.8% | 84.9%+11.0pp | 87.5%+8.4pp | 69.5%+26.3pp |
| Annual return | 3.65% | 18.49%-14.8pp | 54.55%-50.9pp | 25.83%-22.2pp |
| Employer contribution / active EE | $977 | $4,635-78.9% | $6,461-84.9% | $2,584-62.2% |
| Participant deferral / active EE | $3,343 | $6,568-49.1% | $9,147-63.5% | $4,194-20.3% |
| Admin fee / account holder | $4,989 | $17,617-71.7% | $19,830-74.8% | $7,856-36.5% |