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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 | $8,385 | $41,981-80.0% | $63,412-86.8% | $59,633-85.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | 2.94% | 13.04%-10.1pp | 4.04%-1.1pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,509-100.0% | $3,753-100.0% | $4,297-100.0% |