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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 | $16,428 | $79,867-79.4% | $120,344-86.3% | $64,340-74.5% |
| Participation rate | 89.4% | 63.0%+26.4pp | 76.7%+12.7pp | 55.2%+34.2pp |
| Annual return | 5.25% | 21.10%-15.9pp | 20.30%-15.1pp | 24.14%-18.9pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |