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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $648,818 | $179,235+262.0% | $161,646+301.4% | $254,542+154.9% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.4%+52.6pp |
| Annual return | -3.88% | 12.78%-16.7pp | 12.93%-16.8pp | 12.16%-16.0pp |
| Employer contribution / active EE | $35,673 | $42,142-15.4% | $35,210+1.3% | $44,747-20.3% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $2,558 | $5,275-51.5% | $4,659-45.1% | $17,640-85.5% |