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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 | $473,394 | $91,536+417.2% | $130,062+264.0% | $75,177+529.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -7.02% | -631.62%+624.6pp | -137.37%+130.4pp | 160.75%-167.8pp |
| Employer contribution / active EE | $11,786 | $2,845+314.3% | $4,322+172.7% | $2,671+341.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,002 | $6,780+298.3% | $10,601+154.7% | $5,651+377.8% |