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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 | $1,355,543 | $106,551+1172.2% | $91,225+1385.9% | $134,532+907.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -25.46% | 160.78%-186.2pp | 114.12%-139.6pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,100 | $4,718+71.7% | $4,233+91.3% | $6,401+26.5% |
| Admin fee / account holder | $15,278 | $6,234+145.1% | $5,422+181.8% | $11,429+33.7% |