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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 | $23,749 | $99,994-76.2% | $146,647-83.8% | $85,851-72.3% |
| Participation rate | 86.5% | 73.1%+13.4pp | 80.1%+6.4pp | 69.3%+17.2pp |
| Annual return | 10.71% | 18.93%-8.2pp | 22.75%-12.0pp | 318.63%-307.9pp |
| Employer contribution / active EE | $452 | $2,559-82.3% | $4,137-89.1% | $2,565-82.4% |
| Participant deferral / active EE | $2,452 | $4,006-38.8% | $5,506-55.5% | $3,952-38.0% |
| Admin fee / account holder | $1,722 | $7,703-77.6% | $10,281-83.3% | $6,261-72.5% |