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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 | $100,895+230.6% | $90,430+268.9% | $158,950+109.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.01% | 1725.54%-1730.6pp | 1293.73%-1298.7pp | 302.91%-307.9pp |
| Employer contribution / active EE | $6,250 | $3,689+69.4% | $3,262+91.6% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,831 | $6,505+174.1% | $5,613+217.6% | $11,248+58.5% |