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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 | $251,812 | $72,269+248.4% | $101,271+148.7% | $79,852+215.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.21% | 22.29%-19.1pp | 46.48%-43.3pp | 31.72%-28.5pp |
| Employer contribution / active EE | $15,863 | $2,692+489.3% | $3,660+333.4% | $2,471+541.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,159 | $4,401-50.9% | $5,948-63.7% | $5,306-59.3% |