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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 | $339,229 | $110,278+207.6% | $95,740+254.3% | $139,466+143.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -8.86% | 27.19%-36.0pp | 28.41%-37.3pp | 373.66%-382.5pp |
| Employer contribution / active EE | $1,897 | $3,260-41.8% | $2,836-33.1% | $4,754-60.1% |
| Participant deferral / active EE | $19,583 | $4,674+318.9% | $4,244+361.5% | $6,712+191.8% |
| Admin fee / account holder | $2,962 | $6,613-55.2% | $5,676-47.8% | $11,409-74.0% |