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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 | $508,137 | $88,707+472.8% | $74,184+585.0% | $273,972+85.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.29% | 11.94%-7.6pp | 17.74%-13.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $337 | $3,159-89.3% | $2,370-85.8% | $4,869-93.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,978 | $8,717+117.7% | $5,586+239.8% | $10,133+87.3% |