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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 | $70,983 | $350,654-79.8% | $161,489-56.0% | - |
| Participation rate | 0.0% | 49.8%-49.8pp | 78.7%-78.7pp | - |
| Annual return | 4.06% | 7.72%-3.7pp | 89.72%-85.7pp | - |
| Employer contribution / active EE | $0 | $954-100.0% | $4,268-100.0% | - |
| Participant deferral / active EE | $0 | $1,899-100.0% | $5,630-100.0% | - |
| Admin fee / account holder | $17,317 | $106,898-83.8% | $16,006+8.2% | - |