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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 | $58,347 | $107,733-45.8% | $92,985-37.3% | $154,746-62.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.90% | 30.39%-18.5pp | 27.99%-16.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $382 | $3,126-87.8% | $2,662-85.7% | $4,379-91.3% |
| Participant deferral / active EE | $2,187 | $5,053-56.7% | $4,377-50.0% | $6,730-67.5% |
| Admin fee / account holder | $1,001 | $11,369-91.2% | $9,463-89.4% | $14,365-93.0% |