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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 | $489,098 | $213,957+128.6% | $149,745+226.6% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | -3.65% | 9.83%-13.5pp | 276.72%-280.4pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,646-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $73,695 | $24,510+200.7% | $9,312+691.4% | - |