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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 | $267,131 | $101,778+162.5% | $164,975+61.9% | $80,925+230.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -8.08% | 16.73%-24.8pp | 70.12%-78.2pp | 35.65%-43.7pp |
| Employer contribution / active EE | $4,872 | $2,954+64.9% | $4,343+12.2% | $2,756+76.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,300 | $8,221-84.2% | $12,688-89.8% | $6,940-81.3% |