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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 | $346,330 | $142,409+143.2% | $119,634+189.5% | $134,545+157.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.67% | -12.46%-8.2pp | -14.98%-5.7pp | 418.37%-439.0pp |
| Employer contribution / active EE | $16,250 | $5,224+211.0% | $4,232+283.9% | $4,742+242.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,038 | $13,594+18.0% | $10,329+55.3% | $11,431+40.3% |