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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 | $1,000,563 | $78,826+1169.3% | $91,004+999.5% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 75.6%-75.6pp | - |
| Annual return | 0.46% | 13.42%-13.0pp | 4.60%-4.1pp | - |
| Employer contribution / active EE | $0 | $2,032-100.0% | $2,456-100.0% | - |
| Participant deferral / active EE | $0 | $3,427-100.0% | $3,548-100.0% | - |
| Admin fee / account holder | $10,159 | $1,277+695.2% | $5,417+87.5% | - |