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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 | $1,225,325 | $167,352+632.2% | $143,788+752.2% | $134,509+811.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.00% | 0.47%-27.5pp | -0.03%-27.0pp | 418.13%-445.1pp |
| Employer contribution / active EE | $114,472 | $5,620+1936.9% | $4,952+2211.8% | $4,741+2314.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $430,145 | $18,091+2277.6% | $14,675+2831.1% | $11,427+3664.4% |