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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,993,758 | $180,749+2109.6% | $160,784+2383.9% | $137,256+2809.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.23% | 2234.46%-2225.2pp | 1803.92%-1794.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,200 | $6,844-82.5% | $6,293-80.9% | $6,407-81.3% |
| Admin fee / account holder | $199,867 | $10,397+1822.4% | $9,717+1956.9% | $12,270+1528.9% |