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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 | $499,868 | $278,553+79.5% | $267,477+86.9% | $349,369+43.1% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -6.93% | -41.92%+35.0pp | -38.86%+31.9pp | -14.65%+7.7pp |
| Employer contribution / active EE | $58,742 | $40,095+46.5% | $37,752+55.6% | $46,321+26.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $62,495 | $15,763+296.5% | $16,942+268.9% | $14,582+328.6% |