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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 exceed $250,000 - top-decile high-value plan.
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 | $270,179 | $433,938-37.7% | $171,082+57.9% | - |
| Participation rate | 0.0% | 60.7%-60.7pp | 76.7%-76.7pp | - |
| Annual return | -5.45% | 6.86%-12.3pp | 32.56%-38.0pp | - |
| Employer contribution / active EE | $0 | $1,169-100.0% | $4,002-100.0% | - |
| Participant deferral / active EE | $0 | $2,929-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $27,300 | $26,981+1.2% | $8,520+220.4% | - |