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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 | $37,129 | $227,399-83.7% | $189,758-80.4% | $198,609-81.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.26% | 61.03%-52.8pp | 52.62%-44.4pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,374 | $5,526-75.1% | $4,767-71.2% | $5,055-72.8% |
| Participant deferral / active EE | $4,606 | $6,837-32.6% | $5,856-21.3% | $6,977-34.0% |
| Admin fee / account holder | $599 | $25,162-97.6% | $20,388-97.1% | $19,030-96.9% |