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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 | $13,250 | $79,184-83.3% | $102,438-87.1% | $74,546-82.2% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 18.52% | 54.95%-36.4pp | 29.37%-10.8pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $1,854 | $2,362-21.5% | $3,024-38.7% | $2,624-29.3% |
| Participant deferral / active EE | $3,870 | $4,414-12.3% | $5,054-23.4% | $4,347-11.0% |
| Admin fee / account holder | $5 | $2,001-99.8% | $9,448-99.9% | $1,944-99.7% |