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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 | $73,737 | $73,787-0.1% | $98,716-25.3% | $82,448-10.6% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.3%+18.7pp | 68.1%+19.9pp |
| Annual return | 9.87% | 18.57%-8.7pp | 31.81%-21.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,505 | $6,500+46.2% | $8,703+9.2% | $7,234+31.4% |