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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 | $9,640 | $185,312-94.8% | $161,489-94.0% | $154,746-93.8% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 7.29% | 103.84%-96.6pp | 89.72%-82.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,571 | $6,350-28.0% | $5,630-18.8% | $6,730-32.1% |
| Admin fee / account holder | $6,548 | $18,654-64.9% | $16,006-59.1% | $14,365-54.4% |