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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,895 | $49,471-92.1% | $79,583-95.1% | $66,949-94.2% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.5%+28.4pp | 69.8%+28.1pp |
| Annual return | -49.05% | 84.30%-133.4pp | 0.16%-49.2pp | 1.57%-50.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $13 | $595-97.9% | $6,835-99.8% | $594-97.9% |