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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 | $8,603 | $162,136-94.7% | $152,301-94.4% | $154,746-94.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 10.04% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $251 | $4,890-94.9% | $4,624-94.6% | $4,379-94.3% |
| Participant deferral / active EE | $2,900 | $8,341-65.2% | $8,004-63.8% | $6,730-56.9% |
| Admin fee / account holder | $6,594 | $15,759-58.2% | $14,398-54.2% | $14,365-54.1% |