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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 | $43,694 | $101,283-56.9% | $75,826-42.4% | $135,380-67.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -7.69% | 3384.62%-3392.3pp | 1914.15%-1921.8pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,321 | $3,469+24.6% | $2,862+51.0% | $5,609-23.0% |
| Admin fee / account holder | $1,805 | $6,539-72.4% | $4,726-61.8% | $10,828-83.3% |