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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 | $64,303 | $63,053+2.0% | $86,216-25.4% | - |
| Participation rate | 0.0% | 59.8%-59.8pp | 69.0%-69.0pp | - |
| Annual return | 3.68% | 12.64%-9.0pp | 1169.42%-1165.7pp | - |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,382-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $3,986-100.0% | - |
| Admin fee / account holder | $11,650 | $4,609+152.8% | $6,853+70.0% | - |