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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 | $2,363,894 | $227,633+938.5% | $189,597+1146.8% | $167,553+1310.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -6.33% | 78.45%-84.8pp | 64.20%-70.5pp | 478.89%-485.2pp |
| Employer contribution / active EE | $773 | $5,317-85.5% | $4,412-82.5% | $4,840-84.0% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,918,133 | $11,879+16046.9% | $9,807+19458.6% | $12,316+15473.9% |