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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 | $272,670 | $105,861+157.6% | $90,756+200.4% | $134,509+102.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -30.25% | -10.99%-19.3pp | -12.16%-18.1pp | 418.13%-448.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,900 | $5,217+128.1% | $4,565+160.7% | $6,400+85.9% |
| Admin fee / account holder | $8,713 | $13,938-37.5% | $8,445+3.2% | $11,427-23.7% |