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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 | $600,926 | $202,463+196.8% | $169,397+254.7% | $139,487+330.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -1.00% | 532.64%-533.6pp | 406.23%-407.2pp | 373.84%-374.8pp |
| Employer contribution / active EE | $2,912 | $4,694-38.0% | $4,013-27.4% | $4,755-38.8% |
| Participant deferral / active EE | $15,000 | $6,941+116.1% | $6,223+141.0% | $6,713+123.5% |
| Admin fee / account holder | $61,875 | $10,726+476.9% | $9,017+586.2% | $11,407+442.4% |