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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,603 | $48,337-82.2% | $67,560-87.3% | $80,959-89.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 1.85% | 18.26%-16.4pp | 3533.50%-3531.6pp | 35.67%-33.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |