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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 | $3,840 | $89,553-95.7% | $81,367-95.3% | $52,331-92.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | 21.62% | 4.41%+17.2pp | -0.92%+22.5pp | 4.54%+17.1pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,930-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $5,359-100.0% | $5,383-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,914-100.0% | $8,926-100.0% | $592-100.0% |