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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 | $192,781 | $156,318+23.3% | $145,433+32.6% | - |
| Participation rate | 0.0% | 68.6%-68.6pp | 82.1%-82.1pp | - |
| Annual return | -2.37% | 26.27%-28.6pp | 66.58%-68.9pp | - |
| Employer contribution / active EE | $0 | $3,387-100.0% | $4,554-100.0% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $2,836 | $8,746-67.6% | $13,129-78.4% | - |