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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 | $134,094 | $100,811+33.0% | $86,698+54.7% | $134,545-0.3% |
| Participation rate | 78.6% | 79.0%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -17.39% | 29.11%-46.5pp | 35.96%-53.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $667 | $3,490-80.9% | $2,837-76.5% | $4,742-85.9% |
| Participant deferral / active EE | $7,650 | $5,339+43.3% | $4,656+64.3% | $6,401+19.5% |
| Admin fee / account holder | $22,186 | $10,926+103.1% | $7,492+196.1% | $11,431+94.1% |