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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 | $153,725 | $76,834+100.1% | $108,359+41.9% | $87,485+75.7% |
| Participation rate | 82.9% | 61.7%+21.1pp | 70.1%+12.7pp | 68.9%+13.9pp |
| Annual return | 11.89% | 19.09%-7.2pp | 36.89%-25.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $32,723 | $6,537+400.6% | $9,741+235.9% | $7,775+320.9% |