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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 | $124,627 | $198,457-37.2% | $170,435-26.9% | $147,586-15.6% |
| Participation rate | 70.6% | 88.0%-17.4pp | 83.6%-13.0pp | 82.8%-12.2pp |
| Annual return | 18.98% | 257.30%-238.3pp | 205.94%-187.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $426 | $6,183-93.1% | $5,432-92.2% | $4,876-91.3% |
| Participant deferral / active EE | $3,568 | $5,629-36.6% | $4,939-27.8% | $5,439-34.4% |
| Admin fee / account holder | $565 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |