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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 | $47,904 | $110,303-56.6% | $95,759-50.0% | $139,487-65.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -3.97% | 27.19%-31.2pp | 28.42%-32.4pp | 373.84%-377.8pp |
| Employer contribution / active EE | $11 | $3,261-99.7% | $2,836-99.6% | $4,755-99.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,147 | $6,615+38.3% | $5,678+61.1% | $11,407-19.8% |