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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 | $278,063 | $131,835+110.9% | $108,582+156.1% | $273,970+1.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.68% | -91.57%+88.9pp | -51.70%+49.0pp | 41.46%-44.1pp |
| Employer contribution / active EE | $12,933 | $4,913+163.3% | $3,758+244.1% | $4,869+165.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,452 | $10,253-56.6% | $7,645-41.8% | $10,132-56.1% |