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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,557 | $531,693-50.4% | $518,057-49.1% | $531,693-50.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 91.7%+8.3pp | 85.7%+14.3pp |
| Annual return | -19.68% | -13.27%-6.4pp | -16.25%-3.4pp | -13.27%-6.4pp |
| Employer contribution / active EE | $4,852 | $26,843-81.9% | $35,595-86.4% | $26,843-81.9% |
| Participant deferral / active EE | $12,420 | $7,797+59.3% | $13,176-5.7% | $7,797+59.3% |
| Admin fee / account holder | $1,403 | $75,116-98.1% | $44,019-96.8% | $75,116-98.1% |