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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 | $291,002 | $99,644+192.0% | $86,438+236.7% | $134,532+116.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.16% | 6787.26%-6830.4pp | 4397.19%-4440.3pp | 418.27%-461.4pp |
| Employer contribution / active EE | $2,000 | $4,402-54.6% | $3,769-46.9% | $4,741-57.8% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,110 | $8,375+152.1% | $6,733+213.5% | $11,429+84.7% |