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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 | $531,187 | $129,737+309.4% | $119,126+345.9% | $154,746+243.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -5.85% | 379.08%-384.9pp | 282.11%-288.0pp | 172.34%-178.2pp |
| Employer contribution / active EE | $9,000 | $4,375+105.7% | $4,034+123.1% | $4,379+105.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $859 | $11,961-92.8% | $10,693-92.0% | $14,365-94.0% |