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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 | $291,985 | $100,938+189.3% | $90,461+222.8% | $158,982+83.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -7.37% | 1727.20%-1734.6pp | 1294.76%-1302.1pp | 302.99%-310.4pp |
| Employer contribution / active EE | $2,000 | $3,691-45.8% | $3,264-38.7% | $4,763-58.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $963 | $6,510-85.2% | $5,617-82.9% | $11,252-91.4% |