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Participant 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 | $452,145 | $106,551+324.3% | $91,225+395.6% | $134,532+236.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 2.22% | 160.78%-158.6pp | 114.12%-111.9pp | 418.27%-416.0pp |
| Employer contribution / active EE | $38,009 | $3,331+1040.9% | $2,851+1233.2% | $4,741+701.7% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,864 | $6,234+26.1% | $5,422+45.0% | $11,429-31.2% |