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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 | $378,563 | $225,449+67.9% | $219,466+72.5% | $237,064+59.7% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | -1.20% | 4.17%-5.4pp | 5.00%-6.2pp | 4.16%-5.4pp |
| Employer contribution / active EE | $60,000 | $39,228+53.0% | $35,918+67.0% | $42,918+39.8% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $3,491 | $13,772-74.7% | $13,204-73.6% | $21,465-83.7% |