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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 | $301,785 | $110,039+174.3% | $97,260+210.3% | $145,884+106.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 2.65% | 244.44%-241.8pp | 75.54%-72.9pp | 551.85%-549.2pp |
| Employer contribution / active EE | $2,600 | $3,074-15.4% | $2,721-4.5% | $4,662-44.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,875 | $6,204+317.1% | $5,640+358.8% | $13,392+93.2% |