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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 | $22,486 | $68,394-67.1% | $94,672-76.2% | $75,177-70.1% |
| Participation rate | 84.6% | 76.1%+8.5pp | 80.8%+3.8pp | 67.2%+17.4pp |
| Annual return | 0.86% | 616.92%-616.1pp | 156.89%-156.0pp | 160.75%-159.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $111,427 | $5,326+1992.2% | $7,222+1443.0% | $5,651+1871.7% |