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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 | $491,538 | $134,817+264.6% | $123,973+296.5% | $155,188+216.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -5.79% | 515.49%-521.3pp | 388.13%-393.9pp | 148.84%-154.6pp |
| Employer contribution / active EE | $32,688 | $4,425+638.7% | $4,126+692.3% | $4,248+669.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $38,593 | $13,245+191.4% | $11,799+227.1% | $14,480+166.5% |