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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 | $375,893 | $69,118+443.8% | $53,647+600.7% | $138,895+170.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 2.11% | 248.26%-246.2pp | 358.33%-356.2pp | 145.39%-143.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,400 | $2,274+49.5% | $1,813+87.5% | $6,396-46.8% |
| Admin fee / account holder | $4,344 | $2,724+59.5% | $2,460+76.6% | $12,562-65.4% |