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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 | $462,478 | $176,105+162.6% | $159,474+190.0% | $167,536+176.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.01% | 331.91%-336.9pp | 263.68%-268.7pp | 478.82%-483.8pp |
| Employer contribution / active EE | $15,304 | $5,299+188.8% | $4,831+216.8% | $4,839+216.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,838 | $12,559-13.7% | $10,802+0.3% | $12,315-12.0% |