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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 | $135,043 | $109,411+23.4% | $89,435+51.0% | $158,982-15.1% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | -3.35% | 345.68%-349.0pp | 245.55%-248.9pp | 302.99%-306.3pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,354 | $6,159+3.2% | $4,884+30.1% | $11,252-43.5% |