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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 | $7,313 | $71,215-89.7% | $93,696-92.2% | $80,935-91.0% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.7%+3.8pp |
| Annual return | 1.84% | 11.27%-9.4pp | 133.74%-131.9pp | 35.66%-33.8pp |
| Employer contribution / active EE | $315 | $1,565-79.9% | $2,422-87.0% | $2,757-88.6% |
| Participant deferral / active EE | $2,107 | $4,037-47.8% | $4,417-52.3% | $4,299-51.0% |
| Admin fee / account holder | $1,134 | $6,958-83.7% | $8,287-86.3% | $6,924-83.6% |