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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $373,398 | $83,337+348.1% | $67,834+450.5% | $273,972+36.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -7.87% | 259.45%-267.3pp | 138.47%-146.3pp | 41.46%-49.3pp |
| Employer contribution / active EE | $445 | $3,287-86.5% | $2,403-81.5% | $4,869-90.9% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,911 | $6,752-42.1% | $4,622-15.4% | $10,133-61.4% |