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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 | $267,075 | $458,700-41.8% | $458,700-41.8% | $330,599-19.2% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.7%+56.3pp |
| Annual return | 0.65% | 8.44%-7.8pp | 8.61%-8.0pp | 13.05%-12.4pp |
| Employer contribution / active EE | $81,505 | $36,715+122.0% | $33,046+146.6% | $37,664+116.4% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $452 | $33,172-98.6% | $33,172-98.6% | $31,365-98.6% |