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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 | $434,762 | $138,078+214.9% | $125,363+246.8% | $134,509+223.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -24.41% | 750.49%-774.9pp | 572.15%-596.6pp | 418.13%-442.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,816 | $7,800-25.4% | $7,447-21.9% | $6,400-9.1% |
| Admin fee / account holder | $1,174 | $11,566-89.9% | $10,005-88.3% | $11,427-89.7% |