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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 | $9,312 | $53,128-82.5% | $86,582-89.2% | $70,126-86.7% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 10.16% | 27.66%-17.5pp | 965.08%-954.9pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,759 | $2,695-34.7% | $3,609-51.3% | $3,332-47.2% |
| Admin fee / account holder | $3,204 | $3,584-10.6% | $4,904-34.7% | $4,645-31.0% |