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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 | $426,485 | $82,324+418.1% | $68,803+519.9% | $134,545+217.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.22% | -2.17%-21.0pp | -6.37%-16.8pp | 418.37%-441.6pp |
| Employer contribution / active EE | $16,784 | $3,302+408.4% | $2,656+532.0% | $4,742+254.0% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,884 | $6,485+160.4% | $4,936+242.1% | $11,431+47.7% |