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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 | $276,559 | $138,114+100.2% | $125,391+120.6% | $134,545+105.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.06% | 750.88%-777.9pp | 572.41%-599.5pp | 418.37%-445.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $30,825 | $7,801+295.1% | $7,448+313.9% | $6,401+381.5% |
| Admin fee / account holder | $2,619 | $11,570-77.4% | $10,009-73.8% | $11,431-77.1% |