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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 | $22,332 | $71,192-68.6% | $117,861-81.1% | $62,293-64.2% |
| Participation rate | 97.5% | 74.2%+23.3pp | 79.7%+17.8pp | 69.5%+28.0pp |
| Annual return | 52.87% | 18.66%+34.2pp | 335.11%-282.2pp | 28.90%+24.0pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $163 | $587-72.3% | $8,021-98.0% | $479-66.1% |