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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 | $212,878 | $138,385+53.8% | $184,200+15.6% | $80,874+163.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.68% | 20.02%-7.3pp | 28.80%-16.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $10,397 | $4,849+114.4% | $6,424+61.9% | $2,756+277.3% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $24,770 | $10,483+136.3% | $13,907+78.1% | $6,935+257.2% |