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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 | $549,511 | $87,059+531.2% | $105,608+420.3% | $80,925+579.0% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.7%+24.0pp |
| Annual return | 12.72% | 17.05%-4.3pp | 116.50%-103.8pp | 35.65%-22.9pp |
| Employer contribution / active EE | $6,865 | $2,396+186.5% | $3,167+116.8% | $2,756+149.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $39,919 | $8,443+372.8% | $11,028+262.0% | $6,940+475.2% |