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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 | $279,713 | $109,872+154.6% | $98,483+184.0% | $167,536+67.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -2.57% | 1959.31%-1961.9pp | 1494.38%-1496.9pp | 478.82%-481.4pp |
| Employer contribution / active EE | $23,750 | $3,225+636.4% | $2,961+702.2% | $4,839+390.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,587 | $6,757+41.9% | $5,953+61.0% | $12,315-22.2% |