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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 | $1,350,893 | $131,829+924.7% | $108,579+1144.2% | $273,968+393.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -5.03% | -91.57%+86.5pp | -51.70%+46.7pp | 41.45%-46.5pp |
| Employer contribution / active EE | $34,260 | $4,912+597.4% | $3,758+811.6% | $4,869+603.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $70,171 | $10,252+584.5% | $7,645+817.9% | $10,132+592.5% |