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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 | $371,528 | $92,766+300.5% | $82,763+348.9% | $134,545+176.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.22% | 946.97%-973.2pp | 702.45%-728.7pp | 418.37%-444.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,126 | $4,802+131.7% | $4,395+153.1% | $6,401+73.8% |
| Admin fee / account holder | $7,799 | $5,978+30.5% | $5,325+46.5% | $11,431-31.8% |