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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 | $250,587 | $111,787+124.2% | $93,681+167.5% | $145,978+71.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.52% | 203.52%-189.0pp | 133.47%-118.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $10,768 | $3,093+248.1% | $2,422+344.6% | $4,662+131.0% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,207 | $10,256+9.3% | $8,290+35.2% | $13,400-16.4% |