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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 | $10,144 | $41,377-75.5% | $109,313-90.7% | $62,881-83.9% |
| Participation rate | 79.2% | 57.5%+21.7pp | 71.3%+8.0pp | 69.3%+9.9pp |
| Annual return | -27.09% | 11.05%-38.1pp | 22.07%-49.2pp | 20.14%-47.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |