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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.
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 | $15,410 | $124,213-87.6% | $118,106-87.0% | $154,746-90.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | -4.57% | 18.29%-22.9pp | 19.44%-24.0pp | 172.34%-176.9pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,829 | $9,627-8.3% | $8,973-1.6% | $14,365-38.5% |