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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 | $93,919 | $209,874-55.2% | $189,537-50.4% | $167,536-43.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.53% | 748.61%-736.1pp | 555.34%-542.8pp | 478.82%-466.3pp |
| Employer contribution / active EE | $585 | $6,913-91.5% | $6,161-90.5% | $4,839-87.9% |
| Participant deferral / active EE | $9,563 | $8,934+7.0% | $8,220+16.3% | $6,342+50.8% |
| Admin fee / account holder | $2,143 | $14,299-85.0% | $12,048-82.2% | $12,315-82.6% |