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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 | $4 | $154,754-100.0% | $124,206-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | -37.19% | 709.28%-746.5pp | 515.27%-552.5pp | 145.39%-182.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $256,486 | $6,690+3734.0% | $5,929+4226.3% | $12,562+1941.7% |