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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 | $302,409 | $131,835+129.4% | $108,582+178.5% | $273,972+10.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -7.54% | -91.57%+84.0pp | -51.70%+44.2pp | 41.46%-49.0pp |
| Employer contribution / active EE | $5,333 | $4,913+8.6% | $3,758+41.9% | $4,869+9.5% |
| Participant deferral / active EE | $2,122 | $5,127-58.6% | $4,311-50.8% | $5,287-59.9% |
| Admin fee / account holder | $5,527 | $10,253-46.1% | $7,645-27.7% | $10,133-45.4% |