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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 | $1,490 | $121,098-98.8% | $125,180-98.8% | - |
| Participation rate | 0.0% | 74.4%-74.4pp | 79.8%-79.8pp | - |
| Annual return | 14.15% | 15.50%-1.4pp | 43.79%-29.6pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,866-100.0% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $320,096 | $16,883+1796.0% | $9,703+3199.0% | - |