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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 | $23,573 | $124,346-81.0% | $111,306-78.8% | $167,553-85.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.45% | 37.46%-23.0pp | 54.67%-40.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $469 | $3,438-86.4% | $2,732-82.8% | $4,840-90.3% |
| Participant deferral / active EE | $3,656 | $5,182-29.4% | $4,488-18.5% | $6,343-42.4% |
| Admin fee / account holder | $2,735 | $10,623-74.2% | $7,966-65.7% | $12,316-77.8% |