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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 | $50,443 | $100,938-50.0% | $90,461-44.2% | $158,982-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.61% | 1727.20%-1726.6pp | 1294.76%-1294.2pp | 302.99%-302.4pp |
| Employer contribution / active EE | $2,022 | $3,691-45.2% | $3,264-38.0% | $4,763-57.5% |
| Participant deferral / active EE | $12,576 | $4,350+189.1% | $3,964+217.2% | $5,983+110.2% |
| Admin fee / account holder | $8,750 | $6,510+34.4% | $5,617+55.8% | $11,252-22.2% |