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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,012 | $335,055-55.5% | $150,298-0.9% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 77.8%-77.8pp | - |
| Annual return | -26.37% | 11.52%-37.9pp | 62.79%-89.2pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $0 | $1,801-100.0% | $5,453-100.0% | - |
| Admin fee / account holder | $1,235 | $66,580-98.1% | $14,116-91.3% | - |