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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 | $264,956 | $82,314+221.9% | $68,808+285.1% | $134,532+96.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -20.69% | -2.18%-18.5pp | -6.37%-14.3pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,715 | $3,301-17.7% | $2,656+2.2% | $4,741-42.7% |
| Participant deferral / active EE | $4,784 | $4,740+0.9% | $3,942+21.4% | $6,401-25.3% |
| Admin fee / account holder | $6,642 | $6,484+2.4% | $4,936+34.6% | $11,429-41.9% |