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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 | $319,954 | $88,707+260.7% | $74,184+331.3% | $273,972+16.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -9.10% | 11.94%-21.0pp | 17.74%-26.8pp | 41.46%-50.6pp |
| Employer contribution / active EE | $20,297 | $3,159+542.5% | $2,370+756.4% | $4,869+316.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,311 | $8,717+110.1% | $5,586+227.8% | $10,133+80.7% |