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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 | $183,640 | $334,829-45.2% | $152,093+20.7% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 77.8%-77.8pp | - |
| Annual return | 3.20% | 11.73%-8.5pp | 66.36%-63.2pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $5,451-100.0% | - |
| Admin fee / account holder | $3,968,497 | $73,095+5329.2% | $14,497+27275.4% | - |