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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,850 | $57,330-91.5% | $86,656-94.4% | $75,177-93.5% |
| Participation rate | 75.7% | 63.2%+12.5pp | 71.7%+4.0pp | 67.2%+8.5pp |
| Annual return | 1.08% | 2675.40%-2674.3pp | 593.09%-592.0pp | 160.75%-159.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $178 | $4,115-95.7% | $5,619-96.8% | $5,651-96.8% |