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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 | $165,351-47.0% | $149,710-41.5% | $158,931-44.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -14.08% | 348.19%-362.3pp | 276.63%-290.7pp | 302.86%-316.9pp |
| Employer contribution / active EE | $2,321 | $5,103-54.5% | $4,645-50.0% | $4,761-51.3% |
| Participant deferral / active EE | $3,482 | $7,181-51.5% | $6,842-49.1% | $5,982-41.8% |
| Admin fee / account holder | $132 | $10,807-98.8% | $9,309-98.6% | $11,247-98.8% |