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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 | $42,543 | $107,363-60.4% | $92,909-54.2% | $152,897-72.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -17.29% | 145.63%-162.9pp | 109.44%-126.7pp | 345.43%-362.7pp |
| Employer contribution / active EE | $250 | $4,222-94.1% | $3,653-93.2% | $4,764-94.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,095 | $7,082+141.4% | $5,795+195.0% | $11,599+47.4% |