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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 | $29,388 | $145,431-79.8% | $211,142-86.1% | $87,485-66.4% |
| Participation rate | 89.7% | 84.7%+4.9pp | 87.3%+2.4pp | 68.9%+20.7pp |
| Annual return | 2.78% | 27.21%-24.4pp | 46.84%-44.1pp | 26.06%-23.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $71 | $17,052-99.6% | $19,076-99.6% | $7,775-99.1% |