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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 | $325,262 | $628,301-48.2% | $169,385+92.0% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.2%-77.2pp | - |
| Annual return | -0.05% | 72.90%-73.0pp | 405.82%-405.9pp | - |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,012-100.0% | - |
| Participant deferral / active EE | $0 | $4,568-100.0% | $6,221-100.0% | - |
| Admin fee / account holder | $18,535 | $15,010+23.5% | $9,011+105.7% | - |