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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.
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 | $106 | $93,117-99.9% | $77,096-99.9% | $134,532-99.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 116.91% | 62.67%+54.2pp | 42.35%+74.6pp | 418.27%-301.4pp |
| Employer contribution / active EE | $1,028 | $3,420-69.9% | $2,814-63.5% | $4,741-78.3% |
| Participant deferral / active EE | $1,659 | $5,241-68.3% | $4,429-62.5% | $6,401-74.1% |
| Admin fee / account holder | $119,527 | $6,948+1620.4% | $5,428+2101.8% | $11,429+945.9% |