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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,279 | $90,606-92.0% | $79,466-90.8% | $135,379-94.6% |
| Participation rate | 95.5% | 76.0%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -8.53% | 977.69%-986.2pp | 718.28%-726.8pp | 519.79%-528.3pp |
| Employer contribution / active EE | $2,145 | $3,068-30.1% | $2,800-23.4% | $4,779-55.1% |
| Participant deferral / active EE | $5,222 | $4,050+28.9% | $3,704+41.0% | $5,609-6.9% |
| Admin fee / account holder | $59 | $5,895-99.0% | $5,104-98.8% | $10,828-99.5% |