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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 | $107,341+19.7% | $92,897+38.3% | $152,870-15.9% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | -0.25% | 145.59%-145.8pp | 109.42%-109.7pp | 345.34%-345.6pp |
| Employer contribution / active EE | $12 | $4,221-99.7% | $3,653-99.7% | $4,763-99.7% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $24,360 | $7,080+244.1% | $5,794+320.4% | $11,597+110.1% |