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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,741 | $96,558-95.1% | $80,977-94.1% | $273,972-98.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.96% | 15.14%-13.2pp | 17.11%-15.1pp | 41.46%-39.5pp |
| Employer contribution / active EE | $766 | $4,869-84.3% | $3,715-79.4% | $4,869-84.3% |
| Participant deferral / active EE | $6,500 | $6,598-1.5% | $5,696+14.1% | $5,287+22.9% |
| Admin fee / account holder | $121 | $7,493-98.4% | $5,517-97.8% | $10,133-98.8% |