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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,458 | $167,353-96.7% | $143,797-96.2% | $134,545-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.35% | 0.48%-5.8pp | -0.04%-5.3pp | 418.37%-423.7pp |
| Employer contribution / active EE | $54,000 | $5,620+860.8% | $4,952+990.4% | $4,742+1038.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |