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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 | $2,016 | $56,540-96.4% | $185,849-98.9% | $86,821-97.7% |
| Participation rate | 94.7% | 65.5%+29.2pp | 81.7%+13.0pp | 72.3%+22.4pp |
| Annual return | -45.23% | 118.20%-163.4pp | 122.10%-167.3pp | 97.94%-143.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |