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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 | $73,345 | $111,785-34.4% | $93,669-21.7% | $145,877-49.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -46.04% | 203.79%-249.8pp | 133.59%-179.6pp | 551.28%-597.3pp |
| Employer contribution / active EE | $2,112 | $3,096-31.8% | $2,424-12.9% | $4,663-54.7% |
| Participant deferral / active EE | $2,112 | $4,919-57.1% | $4,416-52.2% | $6,691-68.4% |
| Admin fee / account holder | $4,555 | $10,256-55.6% | $8,291-45.1% | $13,402-66.0% |