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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 | $22,361 | $91,559-75.6% | $133,959-83.3% | $79,858-72.0% |
| Participation rate | 87.1% | 73.3%+13.7pp | 79.8%+7.3pp | 69.6%+17.5pp |
| Annual return | 6.96% | 61.85%-54.9pp | 45.09%-38.1pp | 31.72%-24.8pp |
| Employer contribution / active EE | $131 | $2,384-94.5% | $3,919-96.7% | $2,471-94.7% |
| Participant deferral / active EE | $2,427 | $3,734-35.0% | $5,047-51.9% | $3,740-35.1% |
| Admin fee / account holder | $8,202 | $6,321+29.8% | $8,928-8.1% | $5,306+54.6% |