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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 | $281,520 | $104,650+169.0% | $83,854+235.7% | $155,188+81.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | -28.02% | 28.97%-57.0pp | 31.39%-59.4pp | 148.84%-176.9pp |
| Employer contribution / active EE | $3,500 | $1,196+192.6% | $1,017+244.1% | $4,248-17.6% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $449,350 | $3,518+12671.9% | $3,197+13956.4% | $14,480+3003.3% |