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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 | $561,616 | $92,219+509.0% | $76,767+631.6% | $135,380+314.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.09% | 5.46%-1.4pp | 2.43%+1.7pp | 519.81%-515.7pp |
| Employer contribution / active EE | $96 | $3,216-97.0% | $2,485-96.1% | $4,779-98.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,574 | $10,749+175.1% | $6,675+343.0% | $10,828+173.1% |