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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 | $463,551 | $91,911+404.3% | $68,612+575.6% | $135,380+242.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.16% | -8.22%+2.1pp | -4.63%-1.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $20,000 | $3,924+409.7% | $2,625+661.9% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,288 | $9,240+184.5% | $5,131+412.3% | $10,828+142.8% |