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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 | $367,576 | $81,870+349.0% | $119,634+207.3% | $68,490+436.7% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -26.65% | -23.82%-2.8pp | -14.98%-11.7pp | -7.85%-18.8pp |
| Employer contribution / active EE | $20,910 | $2,692+676.8% | $4,232+394.0% | $2,597+705.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,349 | $6,583+42.0% | $10,329-9.5% | $5,403+73.0% |