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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $518,361 | $261,171+98.5% | $252,559+105.2% | $222,458+133.0% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -11.79% | -1.71%-10.1pp | -1.68%-10.1pp | -2.16%-9.6pp |
| Employer contribution / active EE | $12,500 | $47,449-73.7% | $44,959-72.2% | $42,949-70.9% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $23,248 | $14,004+66.0% | $12,994+78.9% | $12,572+84.9% |