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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 | $1,329,650 | $109,344+1116.0% | $89,400+1387.3% | $158,950+736.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.69% | 345.73%-349.4pp | 245.64%-249.3pp | 302.91%-306.6pp |
| Employer contribution / active EE | $8,000 | $3,170+152.3% | $2,586+209.4% | $4,762+68.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $74,438 | $6,154+1109.6% | $4,882+1424.8% | $11,248+561.8% |