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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 | $329,660 | $138,102+138.7% | $125,381+162.9% | $134,532+145.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -24.06% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,373 | $7,801-31.1% | $7,448-27.9% | $6,401-16.1% |
| Admin fee / account holder | $3,428 | $11,568-70.4% | $10,007-65.7% | $11,429-70.0% |