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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,357 | $145,904-99.1% | $83,831-98.4% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 76.1%-76.1pp | - |
| Annual return | -29.18% | -3.19%-26.0pp | 850.99%-880.2pp | - |
| Employer contribution / active EE | $0 | $1,734-100.0% | $3,631-100.0% | - |
| Participant deferral / active EE | $0 | $2,760-100.0% | $4,082-100.0% | - |
| Admin fee / account holder | $4,872 | $8,727-44.2% | $5,479-11.1% | - |