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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,147 | $75,183-70.5% | $123,894-82.1% | $55,167-59.9% |
| Participation rate | 99.0% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.0pp |
| Annual return | 0.64% | 19.01%-18.4pp | 47.52%-46.9pp | 169.23%-168.6pp |
| Employer contribution / active EE | $4,464 | $2,823+58.1% | $4,617-3.3% | $1,963+127.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |