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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,369 | $63,949-94.7% | $129,031-97.4% | $94,015-96.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 10.03% | 17.56%-7.5pp | 34.67%-24.6pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,097 | $1,865-41.2% | $3,226-66.0% | $2,790-60.7% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1 | $5,523-100.0% | $13,208-100.0% | $8,951-100.0% |