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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 | $7,535 | $50,972-85.2% | $88,632-91.5% | $72,976-89.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.8%+31.2pp | 69.5%+30.5pp |
| Annual return | 44.06% | 29.62%+14.4pp | 43.75%+0.3pp | 81.02%-37.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,917-100.0% | $3,608-100.0% |
| Admin fee / account holder | $789 | $3,230-75.6% | $4,308-81.7% | $5,124-84.6% |