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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $87,578 | $165,399-47.1% | $149,745-41.5% | $158,982-44.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -14.08% | 348.34%-362.4pp | 276.72%-290.8pp | 302.99%-317.1pp |
| Employer contribution / active EE | $2,321 | $5,105-54.5% | $4,646-50.0% | $4,763-51.3% |
| Participant deferral / active EE | $3,482 | $7,183-51.5% | $6,843-49.1% | $5,983-41.8% |
| Admin fee / account holder | $132 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |