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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 | $326,080 | $96,678+237.3% | $86,640+276.4% | $139,466+133.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -2.79% | 106.69%-109.5pp | 592.52%-595.3pp | 373.66%-376.5pp |
| Employer contribution / active EE | $4,000 | $3,265+22.5% | $3,024+32.3% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,291 | $6,410-79.9% | $5,616-77.0% | $11,409-88.7% |