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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 | $11,009 | $71,215-84.5% | $93,696-88.3% | $80,935-86.4% |
| Participation rate | 81.1% | 60.4%+20.7pp | 68.7%+12.4pp | 67.7%+13.5pp |
| Annual return | 7.41% | 11.27%-3.9pp | 133.74%-126.3pp | 35.66%-28.2pp |
| Employer contribution / active EE | $100 | $1,565-93.6% | $2,422-95.9% | $2,757-96.4% |
| Participant deferral / active EE | $2,327 | $4,037-42.3% | $4,417-47.3% | $4,299-45.9% |
| Admin fee / account holder | $1,037 | $6,958-85.1% | $8,287-87.5% | $6,924-85.0% |