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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 | $679,337 | $99,345+583.8% | $84,753+701.6% | $273,972+148.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.87% | 22.93%-23.8pp | 22.78%-23.7pp | 41.46%-42.3pp |
| Employer contribution / active EE | $36,223 | $4,214+759.6% | $3,574+913.4% | $4,869+644.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25,045 | $6,645+276.9% | $5,333+369.6% | $10,133+147.2% |