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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 | $10,905 | $201,372-94.6% | $184,260-94.1% | $145,884-92.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 4.36% | 29.04%-24.7pp | 28.84%-24.5pp | 551.85%-547.5pp |
| Employer contribution / active EE | $1,398 | $7,024-80.1% | $6,427-78.3% | $4,662-70.0% |
| Participant deferral / active EE | $4,284 | $9,808-56.3% | $9,133-53.1% | $6,690-36.0% |
| Admin fee / account holder | $412 | $16,362-97.5% | $13,898-97.0% | $13,392-96.9% |