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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 | $339,724 | $97,732+247.6% | $83,831+305.2% | $135,380+150.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.70% | 1287.56%-1297.3pp | 850.99%-860.7pp | 519.81%-529.5pp |
| Employer contribution / active EE | $36,163 | $4,222+756.5% | $3,631+895.9% | $4,779+656.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,758 | $6,675-58.7% | $5,479-49.7% | $10,828-74.5% |