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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 | $412,615 | $142,409+189.7% | $119,634+244.9% | $134,545+206.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.01% | -12.46%-10.6pp | -14.98%-8.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,372 | $6,468+106.7% | $5,601+138.7% | $6,401+108.9% |
| Admin fee / account holder | $13,900 | $13,594+2.2% | $10,329+34.6% | $11,431+21.6% |