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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 | $351,946 | $166,268+111.7% | $165,100+113.2% | $145,897+141.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | -31.52% | 100.52%-132.0pp | 70.21%-101.7pp | 552.29%-583.8pp |
| Employer contribution / active EE | $6,424 | $5,284+21.6% | $4,348+47.7% | $4,663+37.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,071 | $16,659-57.6% | $12,696-44.3% | $13,390-47.2% |