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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 | $453,418 | $160,070+183.3% | $147,117+208.2% | $145,897+210.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.72% | 98.69%-106.4pp | 420.54%-428.3pp | 552.29%-560.0pp |
| Employer contribution / active EE | $18,784 | $5,285+255.5% | $4,932+280.8% | $4,663+302.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,920 | $15,035-7.4% | $12,993+7.1% | $13,390+4.0% |