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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 | $2,903 | $87,834-96.7% | $133,975-97.8% | $62,881-95.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.76% | 12.05%-6.3pp | 29.29%-23.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,663 | $3,482-52.2% | $5,211-68.1% | $2,281-27.1% |
| Participant deferral / active EE | $2,888 | $4,812-40.0% | $6,282-54.0% | $3,203-9.8% |
| Admin fee / account holder | $18 | $5,372-99.7% | $9,324-99.8% | $4,296-99.6% |