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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 | $419,636 | $104,699+300.8% | $130,062+222.6% | - |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.5%-78.5pp | - |
| Annual return | -0.44% | 12.02%-12.5pp | -137.37%+136.9pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,322-100.0% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,821-100.0% | - |
| Admin fee / account holder | $18,665 | $5,899+216.4% | $10,601+76.1% | - |