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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 | $380,985 | $84,684+349.9% | $73,835+416.0% | $125,388+203.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.17% | 3123.93%-3129.1pp | 2268.13%-2273.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $21,021 | $3,123+573.0% | $2,788+654.1% | $4,866+332.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,911 | $5,691-48.9% | $4,880-40.3% | $9,541-69.5% |