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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 | $1,318,724 | $321,431+310.3% | $308,850+327.0% | $248,183+431.4% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 2.90% | 14.95%-12.0pp | 14.41%-11.5pp | 10.21%-7.3pp |
| Employer contribution / active EE | $100,000 | $48,159+107.6% | $45,283+120.8% | $42,272+136.6% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $27,432 | $8,071+239.9% | $9,941+176.0% | $13,518+102.9% |