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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 | $266,447 | $180,749+47.4% | $160,784+65.7% | $137,256+94.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.99% | 2234.46%-2230.5pp | 1803.92%-1799.9pp | 220.34%-216.4pp |
| Employer contribution / active EE | $10,442 | $4,155+151.3% | $3,733+179.7% | $4,156+151.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,600 | $10,397-17.3% | $9,717-11.5% | $12,270-29.9% |