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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 | $433,794 | $218,893+98.2% | $436,953-0.7% | $233,076+86.1% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -4.54% | -114.99%+110.5pp | -102.04%+97.5pp | -82.67%+78.1pp |
| Employer contribution / active EE | $33,333 | $39,361-15.3% | $36,232-8.0% | $43,771-23.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $5,470 | $11,759-53.5% | $12,721-57.0% | $11,204-51.2% |