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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 | $57,044 | $106,557-46.5% | $91,227-37.5% | $134,545-57.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -6.02% | 160.81%-166.8pp | 114.14%-120.2pp | 418.37%-424.4pp |
| Employer contribution / active EE | $11 | $3,332-99.7% | $2,851-99.6% | $4,742-99.8% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,177 | $6,235-0.9% | $5,423+13.9% | $11,431-46.0% |