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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 | $403,382 | $142,409+183.3% | $119,634+237.2% | $134,545+199.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.20% | -12.46%-8.7pp | -14.98%-6.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,832 | $5,224-64.9% | $4,232-56.7% | $4,742-61.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,311 | $13,594-60.9% | $10,329-48.6% | $11,431-53.5% |