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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 | $331,967-78.6% | $158,223-55.1% | - |
| Participation rate | 0.0% | 50.0%-50.0pp | 79.2%-79.2pp | - |
| Annual return | 4.06% | 9.74%-5.7pp | 52.09%-48.0pp | - |
| Employer contribution / active EE | $0 | $996-100.0% | $4,109-100.0% | - |
| Participant deferral / active EE | $0 | $1,868-100.0% | $5,467-100.0% | - |
| Admin fee / account holder | $17,317 | $145,493-88.1% | $16,047+7.9% | - |