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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $168,144 | $335,627-49.9% | $283,941-40.8% | $428,746-60.8% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.7%+12.3pp | 88.2%+11.8pp |
| Annual return | 7.00% | 0.21%+6.8pp | 1.70%+5.3pp | 331.92%-324.9pp |
| Employer contribution / active EE | $4,849 | $7,488-35.3% | $6,503-25.4% | $8,363-42.0% |
| Participant deferral / active EE | $0 | $5,928-100.0% | $5,606-100.0% | $5,961-100.0% |
| Admin fee / account holder | $129,184 | $33,255+288.5% | $30,380+325.2% | $31,735+307.1% |