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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,940 | $181,896-86.8% | $156,551-84.7% | $273,972-91.3% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 5.99% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $831 | $6,248-86.7% | $5,501-84.9% | $4,869-82.9% |
| Participant deferral / active EE | $2,532 | $5,550-54.4% | $4,871-48.0% | $5,287-52.1% |
| Admin fee / account holder | $1,411 | $15,560-90.9% | $13,028-89.2% | $10,133-86.1% |