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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 | $419,998 | $157,995+165.8% | $157,995+165.8% | $233,076+80.2% |
| Participation rate | 100.0% | 44.8%+55.2pp | 41.3%+58.7pp | 46.4%+53.6pp |
| Annual return | -7.37% | -3.98%-3.4pp | 83.75%-91.1pp | -82.66%+75.3pp |
| Employer contribution / active EE | $67,000 | $46,471+44.2% | $41,592+61.1% | $43,771+53.1% |
| Participant deferral / active EE | $0 | $74-100.0% | $77-100.0% | $103-100.0% |
| Admin fee / account holder | $3,133 | $678+362.2% | $678+362.2% | $11,204-72.0% |