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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 | $444,755 | $168,635+163.7% | $147,617+201.3% | $125,389+254.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.01% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $19,978 | $6,252+219.5% | $5,564+259.0% | $4,866+310.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,759 | $13,580-57.6% | $11,612-50.4% | $9,541-39.6% |