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Participant 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 | $186,615 | $149,679+24.7% | $117,039+59.4% | $147,586+26.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.90% | 19.31%-4.4pp | 18.95%-4.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $7,052 | $4,937+42.8% | $3,785+86.3% | $4,876+44.6% |
| Participant deferral / active EE | $355 | $4,912-92.8% | $3,929-91.0% | $5,439-93.5% |
| Admin fee / account holder | $79,031 | $7,856+906.0% | $5,974+1223.0% | $10,886+626.0% |