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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 | $2,517 | $30,107-91.6% | $61,501-95.9% | $64,824-96.1% |
| Participation rate | 100.0% | 36.4%+63.6pp | 52.6%+47.4pp | 71.5%+28.5pp |
| Annual return | 13.79% | -13.99%+27.8pp | 339.04%-325.3pp | 32.84%-19.1pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,132-100.0% | $188-100.0% |