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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 | $4,769,262 | $110,106+4231.5% | $151,634+3045.2% | $68,494+6863.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -36.34% | -10.24%-26.1pp | 3.32%-39.7pp | -7.86%-28.5pp |
| Employer contribution / active EE | $47,239 | $4,470+956.7% | $6,165+666.2% | $2,597+1719.2% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $45,572 | $7,719+490.4% | $11,614+292.4% | $5,403+743.4% |