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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 | $220 | $156,927-99.9% | $121,169-99.8% | $139,456-99.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -11.41% | 1475.85%-1487.3pp | 986.71%-998.1pp | 373.45%-384.9pp |
| Employer contribution / active EE | $308 | $5,542-94.4% | $4,168-92.6% | $4,753-93.5% |
| Participant deferral / active EE | $771 | $4,848-84.1% | $4,083-81.1% | $6,711-88.5% |
| Admin fee / account holder | $8,082 | $6,946+16.4% | $5,645+43.2% | $11,407-29.1% |