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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 | $56,329 | $75,923-25.8% | $102,434-45.0% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | 6.27% | 15.12%-8.8pp | 29.46%-23.2pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,023-100.0% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,055-100.0% | - |
| Admin fee / account holder | $701,024 | $11,449+6023.0% | $9,462+7308.8% | - |