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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 | $128,513 | $107,368+19.7% | $92,915+38.3% | $152,909-16.0% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | -0.25% | 145.64%-145.9pp | 109.45%-109.7pp | 345.46%-345.7pp |
| Employer contribution / active EE | $12 | $4,222-99.7% | $3,653-99.7% | $4,764-99.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,360 | $7,082+244.0% | $5,796+320.3% | $11,601+110.0% |