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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 | $20,899 | $96,731-78.4% | $123,973-83.1% | $86,983-76.0% |
| Participation rate | 96.4% | 70.0%+26.3pp | 76.7%+19.7pp | 69.5%+26.8pp |
| Annual return | 18.69% | 17.33%+1.4pp | 388.13%-369.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,050 | $8,722-53.6% | $11,799-65.7% | $7,856-48.4% |