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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 | $21,120 | $65,034-67.5% | $90,970-76.8% | $79,856-73.6% |
| Participation rate | 98.6% | 61.6%+36.9pp | 69.0%+29.5pp | 69.6%+28.9pp |
| Annual return | 11.22% | 30.45%-19.2pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |