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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 | $44,565 | $107,363-58.5% | $92,909-52.0% | $152,897-70.9% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 0.62% | 145.63%-145.0pp | 109.44%-108.8pp | 345.43%-344.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,845 | $7,082-3.3% | $5,795+18.1% | $11,599-41.0% |