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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 | $1,863 | $73,009-97.4% | $90,760-97.9% | $68,486-97.3% |
| Participation rate | 98.5% | 70.8%+27.7pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -31.19% | -13.81%-17.4pp | -12.16%-19.0pp | -7.85%-23.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |