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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 | $167 | $43,504-99.6% | $68,612-99.8% | $56,289-99.7% |
| Participation rate | 97.2% | 67.8%+29.3pp | 72.2%+24.9pp | 69.9%+27.3pp |
| Annual return | -62.58% | -3.15%-59.4pp | -4.63%-57.9pp | -9.96%-52.6pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |