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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 | $334,041 | $233,278+43.2% | $379,314-11.9% | $233,076+43.3% |
| Participation rate | 80.0% | 37.6%+42.4pp | 17.4%+62.6pp | 46.4%+33.6pp |
| Annual return | -5.92% | -2.89%-3.0pp | -2.18%-3.7pp | -82.67%+76.8pp |
| Employer contribution / active EE | $45,480 | $50,326-9.6% | $38,751+17.4% | $43,771+3.9% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $2,179 | $4,632-53.0% | $4,180-47.9% | $11,204-80.6% |