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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 | $87,166-33.1% | $76,735-24.0% | $137,256-57.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.90% | 26.50%-14.6pp | 29.77%-17.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $382 | $2,904-86.8% | $2,454-84.4% | $4,156-90.8% |
| Participant deferral / active EE | $2,187 | $4,726-53.7% | $4,088-46.5% | $6,407-65.9% |
| Admin fee / account holder | $1,001 | $8,403-88.1% | $7,189-86.1% | $12,270-91.8% |