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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 | $260,312 | $893,103-70.9% | $893,103-70.9% | $418,949-37.9% |
| Participation rate | 71.4% | 58.4%+13.0pp | 58.4%+13.0pp | 35.7%+35.7pp |
| Annual return | 10.29% | 10.32%0pp | 10.59%-0.3pp | 15.19%-4.9pp |
| Employer contribution / active EE | $8,881 | $36,556-75.7% | $33,926-73.8% | $34,877-74.5% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $1,032 | $4,376-76.4% | $4,376-76.4% | $50,584-98.0% |