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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 | $505,890 | $282,106+79.3% | $172,752+192.8% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | -5.01% | 12.00%-17.0pp | 802.97%-808.0pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,144-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $21,986 | $24,081-8.7% | $13,955+57.5% | - |