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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 | $37,368 | $197,603-81.1% | $177,827-79.0% | $158,950-76.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | -0.16% | 58.76%-58.9pp | 48.32%-48.5pp | 302.91%-303.1pp |
| Employer contribution / active EE | $357 | $6,698-94.7% | $5,918-94.0% | $4,762-92.5% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,190 | $15,402-79.3% | $12,429-74.3% | $11,248-71.6% |