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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 | $1,033,802 | $160,548+543.9% | $145,218+611.9% | $233,076+343.5% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | -49.72% | -0.62%-49.1pp | -0.67%-49.1pp | -82.66%+32.9pp |
| Employer contribution / active EE | $100,000 | $37,810+164.5% | $31,731+215.2% | $43,771+128.5% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $878,268 | $36,086+2333.9% | $28,383+2994.3% | $11,204+7738.9% |