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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 | $29,326 | $202,342-85.5% | $172,753-83.0% | $152,909-80.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 9.84% | 1029.88%-1020.0pp | 803.00%-793.2pp | 345.46%-335.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,866 | $5,948-35.0% | $5,198-25.6% | $5,851-33.9% |
| Admin fee / account holder | $24,217 | $17,112+41.5% | $13,956+73.5% | $11,601+108.8% |