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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 | $436,395 | $167,352+160.8% | $143,788+203.5% | $134,509+224.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.74% | 0.47%-22.2pp | -0.03%-21.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $5,152 | $5,620-8.3% | $4,952+4.1% | $4,741+8.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $946 | $18,091-94.8% | $14,675-93.6% | $11,427-91.7% |