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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 | $327,553 | $233,278+40.4% | $379,314-13.6% | $233,076+40.5% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | -6.31% | -2.89%-3.4pp | -2.18%-4.1pp | -82.67%+76.4pp |
| Employer contribution / active EE | $34,071 | $50,326-32.3% | $38,751-12.1% | $43,771-22.2% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $1,164 | $4,632-74.9% | $4,180-72.2% | $11,204-89.6% |