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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 | $724,773 | $73,863+881.2% | $143,797+404.0% | $68,490+958.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.70% | 0.91%-22.6pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $54,519 | $3,185+1611.9% | $4,952+1000.9% | $2,597+1999.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $271,174 | $5,756+4611.2% | $14,679+1747.3% | $5,403+4919.0% |