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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 | $400,370 | $337,865+18.5% | $346,182+15.7% | $254,542+57.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.4%+52.6pp |
| Annual return | 1.10% | 12.82%-11.7pp | 13.48%-12.4pp | 12.16%-11.1pp |
| Employer contribution / active EE | $91,667 | $49,622+84.7% | $47,067+94.8% | $44,747+104.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $1,074 | $14,867-92.8% | $14,572-92.6% | $17,640-93.9% |