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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,789 | $129,227-66.1% | $184,260-76.2% | $77,736-43.7% |
| Participation rate | 89.5% | 87.4%+2.1pp | 86.8%+2.6pp | 70.6%+18.9pp |
| Annual return | 23.71% | 33.24%-9.5pp | 28.84%-5.1pp | 31.26%-7.5pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,898-100.0% | $433-100.0% |