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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 | $350,762 | $104,251+236.5% | $91,004+285.4% | $147,586+137.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -25.64% | 27.06%-52.7pp | 4.60%-30.2pp | 578.59%-604.2pp |
| Employer contribution / active EE | $100,983 | $3,116+3141.1% | $2,456+4012.2% | $4,876+1970.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $47,439 | $8,948+430.2% | $5,417+775.7% | $10,886+335.8% |