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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $456,878 | $154,193+196.3% | $130,045+251.3% | $139,466+227.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 48.19% | 32.51%+15.7pp | -137.30%+185.5pp | 373.66%-325.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,467 | $6,709-48.3% | $5,820-40.4% | $6,712-48.4% |
| Admin fee / account holder | $325,732 | $13,989+2228.5% | $10,600+2972.8% | $11,409+2755.1% |