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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,151 | $125,190-80.7% | $105,624-77.1% | $145,897-83.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -4.39% | 225.22%-229.6pp | 116.20%-120.6pp | 552.29%-556.7pp |
| Employer contribution / active EE | $746 | $3,720-79.9% | $3,168-76.4% | $4,663-84.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,928 | $17,138-82.9% | $10,961-73.3% | $13,390-78.1% |