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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 | $1,016,695 | $180,749+462.5% | $160,784+532.3% | $137,256+640.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.12% | 2234.46%-2222.3pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $10,375 | $4,155+149.7% | $3,733+177.9% | $4,156+149.6% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46,250 | $10,397+344.8% | $9,717+376.0% | $12,270+276.9% |