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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 | $431,019 | $592,784-27.3% | $565,817-23.8% | $349,369+23.4% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -11.11% | -8.21%-2.9pp | -8.80%-2.3pp | -14.65%+3.5pp |
| Employer contribution / active EE | $80,000 | $47,558+68.2% | $43,463+84.1% | $46,321+72.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $3,249 | $945+243.8% | $866+275.1% | $14,582-77.7% |