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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.
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 | $24,370 | $67,411-63.8% | $91,004-73.2% | $70,126-65.2% |
| Participation rate | 85.0% | 71.4%+13.6pp | 75.6%+9.4pp | 69.5%+15.5pp |
| Annual return | 9.87% | -40.16%+50.0pp | 4.60%+5.3pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $260 | $4,236-93.9% | $5,417-95.2% | $4,645-94.4% |