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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 | $333,570 | $100,911+230.6% | $90,440+268.8% | $158,966+109.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.01% | 1726.62%-1731.6pp | 1294.38%-1299.4pp | 302.95%-308.0pp |
| Employer contribution / active EE | $6,250 | $3,690+69.4% | $3,263+91.5% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,831 | $6,507+174.0% | $5,615+217.6% | $11,250+58.5% |