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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 | $283,539 | $72,273+292.3% | $101,275+180.0% | $79,856+255.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -2.52% | 22.30%-24.8pp | 46.48%-49.0pp | 31.71%-34.2pp |
| Employer contribution / active EE | $1,387 | $2,691-48.5% | $3,660-62.1% | $2,471-43.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $516 | $4,401-88.3% | $5,948-91.3% | $5,306-90.3% |