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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 | $88,977 | $140,592-36.7% | $123,105-27.7% | $125,389-29.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.51% | 16.80%-15.3pp | 13.22%-11.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,500 | $6,980-6.9% | $6,229+4.3% | $5,352+21.5% |
| Admin fee / account holder | $368,130 | $11,198+3187.5% | $9,014+3983.9% | $9,541+3758.5% |