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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 | $2,005 | $95,453-97.9% | $112,040-98.2% | $82,448-97.6% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.5%+21.6pp | 68.1%+30.0pp |
| Annual return | -38.06% | 23.92%-62.0pp | 24.52%-62.6pp | 41.64%-79.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $263 | $9,013-97.1% | $12,098-97.8% | $7,234-96.4% |