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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 | $272,176 | $95,895+183.8% | $79,576+242.0% | $134,509+102.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.97% | -2.72%-19.2pp | 0.15%-22.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $18,750 | $3,128+499.4% | $2,413+677.0% | $4,741+295.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,653 | $9,129-60.0% | $6,834-46.5% | $11,427-68.0% |