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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,027 | $102,696+73.4% | $86,235+106.4% | $139,487+27.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.68% | 1925.91%-1913.2pp | 1170.03%-1157.3pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,832 | $8,667+13.4% | $6,856+43.4% | $11,407-13.8% |