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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 | $916,796 | $167,362+447.8% | $143,799+537.6% | $134,532+581.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.51% | 0.47%-11.0pp | -0.04%-10.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $614 | $5,620-89.1% | $4,952-87.6% | $4,741-87.1% |
| Participant deferral / active EE | $8,667 | $6,447+34.4% | $5,638+53.7% | $6,401+35.4% |
| Admin fee / account holder | $62,198 | $18,094+243.8% | $14,677+323.8% | $11,429+444.2% |