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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 | $387,385 | $90,691+327.1% | $76,119+408.9% | $145,884+165.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | -51.76% | 624.52%-676.3pp | 361.25%-413.0pp | 551.85%-603.6pp |
| Employer contribution / active EE | $6,249 | $3,329+87.7% | $2,693+132.1% | $4,662+34.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,242 | $8,383-85.2% | $6,421-80.7% | $13,392-90.7% |