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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 | $887,005 | $85,766+934.2% | $136,298+550.8% | $70,126+1164.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -4.73% | 31.46%-36.2pp | 5156.27%-5161.0pp | 73.15%-77.9pp |
| Employer contribution / active EE | $13,763 | $2,966+364.0% | $4,696+193.1% | $2,343+487.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $108,041 | $5,421+1893.1% | $9,244+1068.8% | $4,645+2225.7% |