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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 | $373,531 | $227,399+64.3% | $189,758+96.8% | $198,609+88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.44% | 61.03%-49.6pp | 52.62%-41.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $1,314 | $5,526-76.2% | $4,767-72.4% | $5,055-74.0% |
| Participant deferral / active EE | $5,600 | $6,837-18.1% | $5,856-4.4% | $6,977-19.7% |
| Admin fee / account holder | $14,558 | $25,162-42.1% | $20,388-28.6% | $19,030-23.5% |