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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 | $264,115 | $167,353+57.8% | $143,797+83.7% | $134,545+96.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.09% | 0.48%-27.6pp | -0.04%-27.0pp | 418.37%-445.5pp |
| Employer contribution / active EE | $15,000 | $5,620+166.9% | $4,952+202.9% | $4,742+216.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,343 | $18,096-81.5% | $14,679-77.2% | $11,431-70.8% |