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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 | $268,378 | $150,412+78.4% | $120,574+122.6% | $145,884+84.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -6.09% | 154.50%-160.6pp | 107.42%-113.5pp | 551.85%-557.9pp |
| Employer contribution / active EE | $22,000 | $4,355+405.2% | $3,471+533.9% | $4,662+371.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $47,070 | $12,224+285.1% | $9,445+398.4% | $13,392+251.5% |