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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 | $87,905 | $133,998-34.4% | $112,263-21.7% | $134,545-34.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | 24.36% | 47.17%-22.8pp | 27.49%-3.1pp | 418.37%-394.0pp |
| Employer contribution / active EE | $7 | $4,040-99.8% | $3,636-99.8% | $4,742-99.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,457 | $7,493+26.2% | $6,410+47.5% | $11,431-17.3% |