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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 | $315,649 | $72,177+337.3% | $115,038+174.4% | $59,633+429.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 39.93% | 12.02%+27.9pp | 26.14%+13.8pp | 2041.45%-2001.5pp |
| Employer contribution / active EE | $21,966 | $2,841+673.1% | $4,608+376.7% | $2,203+897.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $21,101 | $4,927+328.3% | $8,175+158.1% | $4,297+391.1% |