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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 | $260,266 | $142,392+82.8% | $119,622+117.6% | $134,532+93.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -46.14% | -12.46%-33.7pp | -14.98%-31.2pp | 418.27%-464.4pp |
| Employer contribution / active EE | $4,734 | $5,224-9.4% | $4,232+11.9% | $4,741-0.1% |
| Participant deferral / active EE | $6,898 | $6,467+6.7% | $5,601+23.2% | $6,401+7.8% |
| Admin fee / account holder | $5,228 | $13,593-61.5% | $10,328-49.4% | $11,429-54.3% |