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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 | $366,794 | $167,533+118.9% | $151,645+141.9% | $134,545+172.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.98% | 7.81%-32.8pp | 3.34%-28.3pp | 418.37%-443.4pp |
| Employer contribution / active EE | $6,667 | $6,828-2.4% | $6,165+8.1% | $4,742+40.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,157 | $13,781-48.1% | $11,614-38.4% | $11,431-37.4% |