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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 | $301,679 | $69,977+331.1% | $108,582+177.8% | $62,881+379.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.33% | 10.73%-8.4pp | -51.70%+54.0pp | 20.14%-17.8pp |
| Employer contribution / active EE | $11,385 | $2,135+433.3% | $3,758+202.9% | $2,281+399.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,984 | $5,076+37.6% | $7,645-8.7% | $4,296+62.6% |