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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 | $15,949 | $65,364-75.6% | $92,909-82.8% | $72,975-78.1% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 14.41% | 42.11%-27.7pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,890 | $3,128-7.6% | $4,238-31.8% | $3,608-19.9% |
| Admin fee / account holder | $4,655 | $4,251+9.5% | $5,795-19.7% | $5,124-9.1% |