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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,414 | $183,627-82.9% | $155,602-79.8% | $145,978-78.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.24% | 61.32%-54.1pp | 64.81%-57.6pp | 550.52%-543.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,187 | $6,466+11.2% | $5,629+27.7% | $6,690+7.4% |
| Admin fee / account holder | $3,173 | $19,327-83.6% | $15,923-80.1% | $13,400-76.3% |