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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 | $7,750 | $32,425-76.1% | $74,577-89.6% | $55,167-86.0% |
| Participation rate | 86.2% | 54.0%+32.2pp | 68.1%+18.1pp | 69.0%+17.2pp |
| Annual return | 1.36% | 10.63%-9.3pp | 20.47%-19.1pp | 169.23%-167.9pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |