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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 | $163,798 | $176,811-7.4% | $147,005+11.4% | - |
| Participation rate | 0.0% | 76.9%-76.9pp | 82.2%-82.2pp | - |
| Annual return | -37.25% | 11.59%-48.8pp | 418.76%-456.0pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,934-100.0% | - |
| Participant deferral / active EE | $0 | $6,900-100.0% | $8,070-100.0% | - |
| Admin fee / account holder | $777,998 | $27,451+2734.1% | $13,006+5881.7% | - |