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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 | $186,142 | $151,310+23.0% | $120,574+54.4% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 71.9%-71.9pp | - |
| Annual return | 2.35% | 14.08%-11.7pp | 107.42%-105.1pp | - |
| Employer contribution / active EE | $0 | $2,536-100.0% | $3,471-100.0% | - |
| Participant deferral / active EE | $0 | $4,236-100.0% | $4,996-100.0% | - |
| Admin fee / account holder | $9,361 | $25,296-63.0% | $9,445-0.9% | - |