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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 | $3,476,787 | $627,365+454.2% | $577,535+502.0% | $669,896+419.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.1%+21.9pp | 90.5%+9.5pp |
| Annual return | -2.66% | 5.73%-8.4pp | 6.14%-8.8pp | 11.25%-13.9pp |
| Employer contribution / active EE | $0 | $12,122-100.0% | $11,530-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $2,961-100.0% | $8,339-100.0% |
| Admin fee / account holder | $24,620 | $10,557+133.2% | $9,502+159.1% | $52,310-52.9% |