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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 | $32,595 | $110,137-70.4% | $161,149-79.8% | $82,637-60.6% |
| Participation rate | 92.2% | 72.4%+19.8pp | 78.8%+13.3pp | 68.1%+24.1pp |
| Annual return | 12.21% | 20.69%-8.5pp | 21.16%-8.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $450 | $2,856-84.2% | $4,360-89.7% | $2,552-82.3% |
| Participant deferral / active EE | $2,925 | $4,575-36.1% | $6,153-52.5% | $4,126-29.1% |
| Admin fee / account holder | $15,475 | $9,467+63.5% | $15,194+1.8% | $7,339+110.9% |