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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 | $38,628 | $90,489-57.3% | $76,051-49.2% | $145,978-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.22% | 622.78%-616.6pp | 360.42%-354.2pp | 550.52%-544.3pp |
| Employer contribution / active EE | $221 | $3,319-93.3% | $2,690-91.8% | $4,662-95.3% |
| Participant deferral / active EE | $1,512 | $5,164-70.7% | $4,257-64.5% | $6,690-77.4% |
| Admin fee / account holder | $3,792 | $8,374-54.7% | $6,416-40.9% | $13,400-71.7% |