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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 | $115,513 | $151,161-23.6% | $120,380-4.0% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 71.9%-71.9pp | - |
| Annual return | 3.06% | 14.07%-11.0pp | 107.28%-104.2pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $3,465-100.0% | - |
| Participant deferral / active EE | $0 | $4,243-100.0% | $4,992-100.0% | - |
| Admin fee / account holder | $7,500 | $25,283-70.3% | $9,421-20.4% | - |