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Participant 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 | $127,780 | $95,453+33.9% | $112,040+14.0% | $82,448+55.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.48% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $13,448 | $2,318+480.2% | $2,954+355.3% | $2,551+427.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,331 | $9,013-18.7% | $12,098-39.4% | $7,234+1.3% |