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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 | $599,460 | $237,565+152.3% | $141,191+324.6% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 4.81% | 19.47%-14.7pp | 71.41%-66.6pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,710-100.0% | - |
| Admin fee / account holder | $144,111 | $15,211+847.4% | $10,264+1304.0% | - |