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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 1.64% | 9.21%-7.6pp | 14.20%-12.6pp | 10.41%-8.8pp |
| Employer contribution / active EE | $0 | $20,031-100.0% | $27,968-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |