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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 | $122,664 | $103,393+18.6% | $87,103+40.8% | $152,909-19.8% |
| Participation rate | 72.2% | 79.4%-7.1pp | 76.9%-4.7pp | 82.5%-10.2pp |
| Annual return | 19.09% | 28.10%-9.0pp | 28.19%-9.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $444 | $3,221-86.2% | $2,521-82.4% | $4,764-90.7% |
| Participant deferral / active EE | $5,603 | $4,778+17.3% | $4,049+38.4% | $5,851-4.2% |
| Admin fee / account holder | $1,422 | $12,195-88.3% | $7,491-81.0% | $11,601-87.7% |