Filed May 19, 2025
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,874,073 | $147,039+1854.6% | $64,101+4383.7% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 72.3%-72.3pp | - |
| Annual return | 5.94% | 7.51%-1.6pp | 33.72%-27.8pp | - |
| Employer contribution / active EE | $0 | $2,405-100.0% | $2,749-100.0% | - |
| Participant deferral / active EE | $0 | $3,377-100.0% | $3,881-100.0% | - |
| Admin fee / account holder | $146,194 | $6,926+2010.8% | $3,070+4661.6% | - |