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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 | $532,915 | $97,729+445.3% | $83,830+535.7% | $135,379+293.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.31% | 1287.52%-1302.8pp | 850.97%-866.3pp | 519.79%-535.1pp |
| Employer contribution / active EE | $25,000 | $4,222+492.1% | $3,631+588.5% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,037 | $6,674-9.6% | $5,479+10.2% | $10,828-44.3% |