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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,446 | $172,111-97.4% | $150,298-97.0% | $137,256-96.8% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 44.36% | 69.37%-25.0pp | 62.79%-18.4pp | 220.34%-176.0pp |
| Employer contribution / active EE | $3,814 | $4,636-17.7% | $4,154-8.2% | $4,156-8.2% |
| Participant deferral / active EE | $2,982 | $6,166-51.6% | $5,453-45.3% | $6,407-53.5% |
| Admin fee / account holder | $234 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |