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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 | $28,198 | $137,414-79.5% | $189,545-85.1% | $85,851-67.2% |
| Participation rate | 91.6% | 84.6%+7.0pp | 87.8%+3.8pp | 69.3%+22.3pp |
| Annual return | 28.53% | 38.14%-9.6pp | 555.36%-526.8pp | 318.63%-290.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $8,630-100.0% | $12,049-100.0% | $6,261-99.9% |