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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 | $5,822 | $46,732-87.5% | $156,551-96.3% | $55,167-89.4% |
| Participation rate | 73.3% | 65.8%+7.5pp | 84.0%-10.7pp | 69.0%+4.3pp |
| Annual return | -4.92% | 17.72%-22.6pp | 32.23%-37.1pp | 169.23%-174.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |