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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 | $8,106 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 10.99% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $592 | $4,652-87.3% | $4,175-85.8% | $4,194-85.9% |
| Participant deferral / active EE | $2,011 | $6,159-67.3% | $5,451-63.1% | $6,396-68.6% |
| Admin fee / account holder | $861 | $16,880-94.9% | $14,497-94.1% | $12,562-93.1% |