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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 | $8,508 | $111,491-92.4% | $189,520-95.5% | $86,813-90.2% |
| Participation rate | 94.0% | 87.3%+6.7pp | 87.8%+6.2pp | 72.3%+21.7pp |
| Annual return | 20.10% | 83.50%-63.4pp | 555.25%-535.1pp | 97.93%-77.8pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,161-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,131-100.0% |
| Admin fee / account holder | $61 | $189-67.5% | $12,046-99.5% | $170-63.8% |