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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 | $338,653 | $69,977+383.9% | $108,582+211.9% | $62,881+438.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -2.31% | 10.73%-13.0pp | -51.70%+49.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $12,524 | $2,135+486.6% | $3,758+233.2% | $2,281+449.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $63,712 | $5,076+1155.0% | $7,645+733.4% | $4,296+1383.1% |