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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 | $9,708 | $58,493-83.4% | $84,023-88.4% | $72,976-86.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 4.29% | 28.93%-24.6pp | 71.32%-67.0pp | 81.02%-76.7pp |
| Employer contribution / active EE | $209 | $1,163-82.0% | $1,984-89.5% | $2,440-91.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,483 | $4,569+326.4% | $6,102+219.3% | $5,124+280.2% |