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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 | $395,950 | $99,031+299.8% | $86,597+357.2% | $147,585+168.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -1.99% | 1312.56%-1314.5pp | 964.96%-966.9pp | 578.57%-580.6pp |
| Employer contribution / active EE | $18,572 | $3,132+492.9% | $2,840+554.0% | $4,876+280.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,072 | $5,711+496.6% | $4,906+594.5% | $10,885+213.0% |