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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 | $101,059 | $115,814-12.7% | $101,275-0.2% | $158,982-36.4% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | -17.66% | 56.16%-73.8pp | 46.48%-64.1pp | 302.99%-320.7pp |
| Employer contribution / active EE | $17 | $4,176-99.6% | $3,660-99.5% | $4,763-99.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,362 | $7,249+29.1% | $5,948+57.4% | $11,252-16.8% |