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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 | $20,424 | $101,795-79.9% | $165,100-87.6% | $80,959-74.8% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 8.15% | 16.73%-8.6pp | 70.21%-62.1pp | 35.67%-27.5pp |
| Employer contribution / active EE | $688 | $2,954-76.7% | $4,348-84.2% | $2,757-75.0% |
| Participant deferral / active EE | $2,484 | $4,476-44.5% | $6,035-58.8% | $4,300-42.2% |
| Admin fee / account holder | $760 | $8,221-90.8% | $12,696-94.0% | $6,925-89.0% |