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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,111 | $154,228+108.2% | $145,433+120.8% | $137,256+134.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | -12.53% | 74.59%-87.1pp | 66.58%-79.1pp | 220.34%-232.9pp |
| Employer contribution / active EE | $45,008 | $4,804+836.9% | $4,554+888.2% | $4,156+983.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,692 | $14,344+16.4% | $13,129+27.1% | $12,270+36.0% |