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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 | $1,324 | $43,550-97.0% | $63,244-97.9% | $52,331-97.5% |
| Participation rate | 89.0% | 65.7%+23.3pp | 71.0%+18.0pp | 68.1%+20.9pp |
| Annual return | -11.26% | 2.03%-13.3pp | -70.31%+59.0pp | 4.54%-15.8pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $5,893-100.0% | $592-100.0% |