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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 | $657,262 | $141,004+366.1% | $112,273+485.4% | $139,456+371.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | -1.18% | 32.75%-33.9pp | 30.23%-31.4pp | 373.45%-374.6pp |
| Employer contribution / active EE | $16,047 | $4,285+274.5% | $3,431+367.7% | $4,753+237.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,933 | $9,959-80.6% | $7,752-75.1% | $11,407-83.1% |