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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 | $533,722 | $317,758+68.0% | $310,574+71.9% | $330,599+61.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | -44.19% | 8.10%-52.3pp | 8.04%-52.2pp | 13.05%-57.2pp |
| Employer contribution / active EE | $100,000 | $44,203+126.2% | $42,698+134.2% | $37,652+165.6% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $96,900 | $9,260+946.4% | $8,889+990.1% | $31,365+208.9% |