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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 | $287,499 | $127,387+125.7% | $115,038+149.9% | $125,389+129.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $8,328 | $5,166+61.2% | $4,608+80.7% | $4,866+71.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,414 | $9,516-85.1% | $8,175-82.7% | $9,541-85.2% |