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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,078 | $23,385-91.1% | $69,182-97.0% | $57,658-96.4% |
| Participation rate | 100.0% | 37.9%+62.1pp | 55.1%+44.9pp | 70.2%+29.8pp |
| Annual return | -1.60% | -659.34%+657.7pp | -21.93%+20.3pp | 5.13%-6.7pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,897-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |