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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 | $315,650+69.1% | $308,621+72.9% | $338,137+57.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | -44.19% | 8.11%-52.3pp | 8.05%-52.2pp | 13.05%-57.2pp |
| Employer contribution / active EE | $100,000 | $44,185+126.3% | $42,683+134.3% | $37,647+165.6% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $96,900 | $9,132+961.2% | $8,774+1004.3% | $30,946+213.1% |