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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 | $56,292 | $51,821+8.6% | $93,669-39.9% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 68.7%-68.7pp | - |
| Annual return | 3.87% | 11.30%-7.4pp | 133.59%-129.7pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,424-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,416-100.0% | - |
| Admin fee / account holder | $12,599 | $4,565+176.0% | $8,291+52.0% | - |