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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 | $9,737 | $57,108-82.9% | $94,229-89.7% | $52,331-81.4% |
| Participation rate | 99.3% | 72.9%+26.4pp | 78.8%+20.5pp | 68.1%+31.2pp |
| Annual return | 42.06% | 1.47%+40.6pp | 10.68%+31.4pp | 4.54%+37.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $35 | $546-93.7% | $6,269-99.4% | $592-94.2% |