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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,126 | $199,435+46.0% | $186,087+56.4% | $222,458+30.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 37.8%+62.2pp | 48.7%+51.3pp |
| Annual return | -2.18% | -2.05%-0.1pp | -2.13%0pp | -2.16%0pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $2,181 | $1,011+115.7% | $941+131.8% | $12,572-82.7% |