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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 | $162,886 | $103,393+57.5% | $87,103+87.0% | $152,909+6.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.19% | 28.10%-1.9pp | 28.19%-2.0pp | 345.46%-319.3pp |
| Employer contribution / active EE | $629 | $3,221-80.5% | $2,521-75.1% | $4,764-86.8% |
| Participant deferral / active EE | $6,348 | $4,778+32.9% | $4,049+56.8% | $5,851+8.5% |
| Admin fee / account holder | $26,634 | $12,195+118.4% | $7,491+255.5% | $11,601+129.6% |