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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 | $263,415 | $64,729+307.0% | $112,263+134.6% | $68,490+284.6% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -21.36% | -11.40%-10.0pp | 27.49%-48.9pp | -7.85%-13.5pp |
| Employer contribution / active EE | $5,745 | $2,746+109.2% | $3,636+58.0% | $2,597+121.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,482 | $5,222-52.5% | $6,410-61.3% | $5,403-54.1% |