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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 | $149,125 | $178,174-16.3% | $156,181-4.5% | $137,256+8.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.99% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $91,905 | $4,972+1748.6% | $4,294+2040.4% | $4,156+2111.4% |
| Participant deferral / active EE | $92,917 | $6,888+1249.0% | $6,132+1415.2% | $6,407+1350.3% |
| Admin fee / account holder | $6,458 | $17,404-62.9% | $14,586-55.7% | $12,270-47.4% |