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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 | $8,877 | $49,249-82.0% | $70,476-87.4% | $79,852-88.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.88% | 30.09%-19.2pp | 109.12%-98.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,018 | $2,100-51.5% | $2,738-62.8% | $2,471-58.8% |
| Participant deferral / active EE | $2,254 | $2,769-18.6% | $3,710-39.3% | $3,740-39.8% |
| Admin fee / account holder | $387 | $2,878-86.6% | $3,847-89.9% | $5,306-92.7% |