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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 | $1,902 | $57,073-96.7% | $85,126-97.8% | $80,925-97.7% |
| Participation rate | 96.4% | 56.4%+40.0pp | 67.5%+28.9pp | 67.7%+28.7pp |
| Annual return | -79.51% | 21.69%-101.2pp | 66.63%-146.1pp | 35.65%-115.2pp |
| Employer contribution / active EE | $9,516 | $1,801+428.5% | $2,731+248.4% | $2,756+245.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |