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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,623 | $89,123-65.6% | $102,460-70.1% | $77,762-60.6% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.2pp |
| Annual return | 19.73% | 25.05%-5.3pp | 29.47%-9.7pp | 31.27%-11.5pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |