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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 | $276,576 | $176,105+57.1% | $159,474+73.4% | $167,536+65.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -7.92% | 331.91%-339.8pp | 263.68%-271.6pp | 478.82%-486.7pp |
| Employer contribution / active EE | $9,038 | $5,299+70.6% | $4,831+87.1% | $4,839+86.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $43,240 | $12,559+244.3% | $10,802+300.3% | $12,315+251.1% |