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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 | $708,069 | $165,939+326.7% | $122,354+478.7% | $147,586+379.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 7.45% | 34.56%-27.1pp | 30.28%-22.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $32,499 | $5,754+464.8% | $4,051+702.3% | $4,876+566.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,642 | $7,425-50.9% | $5,479-33.5% | $10,886-66.5% |