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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 | $2,135 | $102,663-97.9% | $86,216-97.5% | $139,466-98.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 106.12% | 1924.52%-1818.4pp | 1169.42%-1063.3pp | 373.66%-267.5pp |
| Employer contribution / active EE | $37,587 | $3,035+1138.6% | $2,382+1478.3% | $4,754+690.7% |
| Participant deferral / active EE | $79,727 | $4,677+1604.5% | $3,986+1900.1% | $6,712+1087.8% |
| Admin fee / account holder | $404,414 | $8,663+4568.5% | $6,853+5800.9% | $11,409+3444.8% |