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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 | $375,360 | $91,536+310.1% | $130,062+188.6% | $75,177+399.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -36.28% | -631.62%+595.3pp | -137.37%+101.1pp | 160.75%-197.0pp |
| Employer contribution / active EE | $12,088 | $2,845+324.9% | $4,322+179.7% | $2,671+352.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,959 | $6,780-71.1% | $10,601-81.5% | $5,651-65.3% |