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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 | $1,066,391 | $386,342+176.0% | $189,758+462.0% | - |
| Participation rate | 0.0% | 54.4%-54.4pp | 79.8%-79.8pp | - |
| Annual return | 3.87% | 12.05%-8.2pp | 52.62%-48.7pp | - |
| Employer contribution / active EE | $0 | $1,239-100.0% | $4,767-100.0% | - |
| Participant deferral / active EE | $0 | $2,233-100.0% | $5,856-100.0% | - |
| Admin fee / account holder | $2,100 | $181,680-98.8% | $20,388-89.7% | - |