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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 | $345,163 | $91,536+277.1% | $130,062+165.4% | $75,177+359.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -7.57% | -631.62%+624.1pp | -137.37%+129.8pp | 160.75%-168.3pp |
| Employer contribution / active EE | $1,127 | $2,845-60.4% | $4,322-73.9% | $2,671-57.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,313 | $6,780+52.1% | $10,601-2.7% | $5,651+82.5% |