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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.)
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 | $22,565 | $138,102-83.7% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.66% | 750.73%-754.4pp | 572.31%-576.0pp | 418.27%-421.9pp |
| Employer contribution / active EE | $118 | $5,245-97.8% | $4,815-97.5% | $4,741-97.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,337 | $11,568-62.5% | $10,007-56.7% | $11,429-62.1% |