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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 | $3,012,450 | $167,533+1698.1% | $151,645+1886.5% | $134,545+2139.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.67% | 7.81%-1.1pp | 3.34%+3.3pp | 418.37%-411.7pp |
| Employer contribution / active EE | $466 | $6,828-93.2% | $6,165-92.4% | $4,742-90.2% |
| Participant deferral / active EE | $9,125 | $8,985+1.6% | $8,363+9.1% | $6,401+42.5% |
| Admin fee / account holder | $102,096 | $13,781+640.9% | $11,614+779.1% | $11,431+793.2% |