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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 | $289,920 | $131,914+119.8% | $131,914+119.8% | $285,997+1.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 53.8%+46.2pp | 55.8%+44.2pp |
| Annual return | 2.04% | 8.52%-6.5pp | 9.67%-7.6pp | 24.44%-22.4pp |
| Employer contribution / active EE | $90,500 | $35,790+152.9% | $33,327+171.6% | $41,348+118.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $54-100.0% | $55-100.0% |
| Admin fee / account holder | $2,981 | $497+500.0% | $497+500.0% | $22,013-86.5% |