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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 | $9,160 | $209,847-95.6% | $189,520-95.2% | $167,518-94.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 2.46% | 748.45%-746.0pp | 555.25%-552.8pp | 478.71%-476.3pp |
| Employer contribution / active EE | $1,222 | $6,913-82.3% | $6,161-80.2% | $4,838-74.7% |
| Participant deferral / active EE | $4,023 | $8,934-55.0% | $8,220-51.1% | $6,342-36.6% |
| Admin fee / account holder | $483 | $14,295-96.6% | $12,046-96.0% | $12,312-96.1% |