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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 | $300,538 | $112,935+166.1% | $90,970+230.4% | $158,966+89.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -26.94% | 215.79%-242.7pp | 134.58%-161.5pp | 302.95%-329.9pp |
| Employer contribution / active EE | $500 | $2,895-82.7% | $2,122-76.4% | $4,762-89.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $834 | $8,045-89.6% | $5,960-86.0% | $11,250-92.6% |