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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 | $436,538 | $92,219+373.4% | $76,767+468.7% | $135,380+222.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.67% | 5.46%-15.1pp | 2.43%-12.1pp | 519.81%-529.5pp |
| Employer contribution / active EE | $6,305 | $3,216+96.1% | $2,485+153.7% | $4,779+31.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,209 | $10,749-60.8% | $6,675-36.9% | $10,828-61.1% |