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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,356 | $88,324-95.1% | $115,038-96.2% | $55,191-92.1% |
| Participation rate | 74.1% | 72.5%+1.6pp | 81.4%-7.3pp | 69.2%+5.0pp |
| Annual return | -4.73% | 6.30%-11.0pp | 26.14%-30.9pp | 10.78%-15.5pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $11 | $105-89.4% | $8,175-99.9% | $91-87.7% |