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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 | $126,105 | $125,797+0.2% | $170,043-25.8% | $75,173+67.8% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | -2.96% | 27.20%-30.2pp | 53.40%-56.4pp | 160.72%-163.7pp |
| Employer contribution / active EE | $500 | $4,616-89.2% | $6,790-92.6% | $2,671-81.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,657 | $8,177+42.6% | $12,824-9.1% | $5,651+106.3% |