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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 | $743,288 | $106,280+599.4% | $96,538+669.9% | $139,487+432.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -12.69% | 38.48%-51.2pp | 35.74%-48.4pp | 373.84%-386.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $52,254 | $5,457+857.6% | $4,880+970.7% | $6,713+678.4% |
| Admin fee / account holder | $142,739 | $7,888+1709.6% | $6,737+2018.6% | $11,407+1151.3% |