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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 | $162,136+98.1% | $152,301+110.8% | $154,746+107.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | -12.53% | 91.02%-103.6pp | 80.50%-93.0pp | 172.34%-184.9pp |
| Employer contribution / active EE | $45,008 | $4,890+820.4% | $4,624+873.3% | $4,379+927.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,692 | $15,759+5.9% | $14,398+15.9% | $14,365+16.2% |