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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 | $0 | $162,152-100.0% | $162,152-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 34.7%-34.7pp |
| Annual return | -5.23% | 15.71%-20.9pp | 15.10%-20.3pp | 12.28%-17.5pp |
| Employer contribution / active EE | $0 | $37,276-100.0% | $33,723-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $170-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $47,656-100.0% |