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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 | $8,948 | $86,949-89.7% | $102,460-91.3% | $80,959-88.9% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.5pp | 67.7%+14.4pp |
| Annual return | 10.37% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,928 | $4,121-53.2% | $5,056-61.9% | $4,300-55.2% |
| Admin fee / account holder | $577 | $8,048-92.8% | $9,460-93.9% | $6,925-91.7% |