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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 | $28,871 | $213,785-86.5% | $185,441-84.4% | $155,188-81.4% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 64.93% | 19.97%+45.0pp | 20.16%+44.8pp | 148.84%-83.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $30,816 | $21,134+45.8% | $17,890+72.3% | $14,480+112.8% |