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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 | $339,382 | $172,111+97.2% | $150,298+125.8% | $137,256+147.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -93.61% | 69.37%-163.0pp | 62.79%-156.4pp | 220.34%-314.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $323,686 | $6,166+5149.8% | $5,453+5836.3% | $6,407+4952.2% |
| Admin fee / account holder | $2,731 | $16,471-83.4% | $14,116-80.7% | $12,270-77.7% |