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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 | $44,833 | $72,486-38.1% | $87,103-48.5% | $72,976-38.6% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 9.62% | 24.46%-14.8pp | 28.19%-18.6pp | 81.02%-71.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,442 | $5,055-51.7% | $7,491-67.4% | $5,124-52.4% |