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 | $3,034,727 | $144,511+2000.0% | $67,561+4391.8% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 9.43% | 20.85%-11.4pp | 3525.44%-3516.0pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,735-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,003-100.0% | - |
| Admin fee / account holder | $110,511 | $8,271+1236.1% | $4,006+2658.9% | - |