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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 | $287,486 | $278,553+3.2% | $267,477+7.5% | $349,369-17.7% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -15.03% | -41.92%+26.9pp | -38.86%+23.8pp | -14.65%-0.4pp |
| Employer contribution / active EE | $27,646 | $40,095-31.0% | $37,752-26.8% | $46,321-40.3% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $2,077 | $15,763-86.8% | $16,942-87.7% | $14,582-85.8% |