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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 | $2,479 | $23,224-89.3% | $71,089-96.5% | $55,725-95.6% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.6%+45.4pp | 70.9%+29.1pp |
| Annual return | 0.30% | -2.87%+3.2pp | 650.65%-650.4pp | 244.93%-244.6pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,873-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |