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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 | $92,684+300.9% | $82,706+349.2% | $134,509+176.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.22% | 945.84%-972.1pp | 701.76%-728.0pp | 418.13%-444.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,126 | $4,800+131.8% | $4,394+153.2% | $6,400+73.8% |
| Admin fee / account holder | $7,799 | $5,982+30.4% | $5,329+46.4% | $11,427-31.7% |