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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 | $268,931 | $142,409+88.8% | $119,634+124.8% | $134,545+99.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.73% | -12.46%-8.3pp | -14.98%-5.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,862 | $5,224-45.2% | $4,232-32.4% | $4,742-39.6% |
| Participant deferral / active EE | $8,784 | $6,468+35.8% | $5,601+56.8% | $6,401+37.2% |
| Admin fee / account holder | $396 | $13,594-97.1% | $10,329-96.2% | $11,431-96.5% |