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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 | $31,304 | $114,712-72.7% | $173,730-82.0% | $87,485-64.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 11.68% | 20.18%-8.5pp | 19.96%-8.3pp | 26.06%-14.4pp |
| Employer contribution / active EE | $517 | $2,904-82.2% | $4,577-88.7% | $2,596-80.1% |
| Participant deferral / active EE | $5,479 | $4,642+18.0% | $6,326-13.4% | $4,274+28.2% |
| Admin fee / account holder | $472 | $10,210-95.4% | $17,523-97.3% | $7,775-93.9% |