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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 | $233,125 | $165,890+40.5% | $155,574+49.8% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 78.2%-78.2pp | - |
| Annual return | 4.62% | 19.47%-14.8pp | 64.87%-60.2pp | - |
| Employer contribution / active EE | $0 | $2,522-100.0% | $4,676-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,629-100.0% | - |
| Admin fee / account holder | $27,500 | $97,423-71.8% | $15,914+72.8% | - |