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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 | $306,502 | $131,835+132.5% | $108,582+182.3% | $273,972+11.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.42% | -91.57%+92.0pp | -51.70%+52.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $9,648 | $4,913+96.4% | $3,758+156.7% | $4,869+98.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,146 | $10,253-69.3% | $7,645-58.8% | $10,133-69.0% |