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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 | $275,159 | $266,915+3.1% | $319,010-13.7% | $349,369-21.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -23.00% | 12.39%-35.4pp | 10.22%-33.2pp | -14.65%-8.4pp |
| Employer contribution / active EE | $87,500 | $53,662+63.1% | $51,205+70.9% | $46,321+88.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $368 | $9,726-96.2% | $10,810-96.6% | $14,582-97.5% |