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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 | $287,886 | $48,078+498.8% | $78,676+265.9% | $62,881+357.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -16.93% | 31.36%-48.3pp | 62.19%-79.1pp | 20.14%-37.1pp |
| Employer contribution / active EE | $18,992 | $2,015+842.8% | $2,850+566.4% | $2,281+732.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,045 | $3,206+182.1% | $4,510+100.6% | $4,296+110.6% |