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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 | $22,487 | $102,382-78.0% | $147,005-84.7% | $80,874-72.2% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 23.71% | 134.89%-111.2pp | 418.76%-395.1pp | 35.62%-11.9pp |
| Employer contribution / active EE | $27,405 | $3,715+637.7% | $4,934+455.4% | $2,756+894.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |