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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 | $180,322 | $116,360+55.0% | $65,566+175.0% | $139,466+29.3% |
| Participation rate | 0.0% | 67.8%-67.8pp | 64.9%-64.9pp | 80.3%-80.3pp |
| Annual return | 1.07% | 31.23%-30.2pp | 47.40%-46.3pp | 373.66%-372.6pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $306,818 | $6,701+4479.0% | $4,114+7357.6% | $11,409+2589.3% |