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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 | $326,452 | $380,165-14.1% | $369,410-11.6% | $286,788+13.8% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 9.63% | 8.08%+1.5pp | 8.29%+1.3pp | 9.30%+0.3pp |
| Employer contribution / active EE | $65,000 | $44,987+44.5% | $40,774+59.4% | $43,748+48.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $2,101 | $4,690-55.2% | $4,495-53.3% | $12,596-83.3% |