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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 | $266,229 | $258,723+2.9% | $247,553+7.5% | $285,997-6.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 8.51% | 34.49%-26.0pp | 32.33%-23.8pp | 24.44%-15.9pp |
| Employer contribution / active EE | $25,000 | $36,001-30.6% | $33,960-26.4% | $41,348-39.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $1,109 | $10,641-89.6% | $10,141-89.1% | $22,013-95.0% |