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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 | $21,116 | $67,602-68.8% | $82,312-74.3% | $70,126-69.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 11.95% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,028 | $2,987-32.1% | $3,706-45.3% | $3,332-39.1% |
| Admin fee / account holder | $4,086 | $4,512-9.4% | $5,608-27.1% | $4,645-12.0% |