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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,438 | $88,707-83.7% | $74,184-80.5% | $273,972-94.7% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 16.42% | 11.94%+4.5pp | 17.74%-1.3pp | 41.46%-25.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,169 | $8,717-86.6% | $5,586-79.1% | $10,133-88.5% |