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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 | $1,143,379 | $88,702+1189.0% | $81,780+1298.1% | $145,978+683.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.68% | 1029.12%-1042.8pp | 776.27%-789.9pp | 550.52%-564.2pp |
| Employer contribution / active EE | $24,512 | $3,084+694.7% | $2,914+741.2% | $4,662+425.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,347 | $8,414-84.0% | $7,384-81.8% | $13,400-90.0% |