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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 | $5,830 | $38,365-84.8% | $84,628-93.1% | $65,185-91.1% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | -8.40% | 32.00%-40.4pp | 258.80%-267.2pp | 29.38%-37.8pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |