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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 | $167,030-100.0% | $135,768-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | -37.19% | 678.39%-715.6pp | 526.10%-563.3pp | 148.84%-186.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $256,486 | $8,172+3038.7% | $7,048+3538.9% | $14,480+1671.3% |