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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,531 | $58,758-70.2% | $69,779-74.9% | $63,975-72.6% |
| Participation rate | 94.4% | 77.5%+16.9pp | 71.8%+22.6pp | 71.1%+23.3pp |
| Annual return | 9.84% | 18.05%-8.2pp | 12.99%-3.1pp | 48.65%-38.8pp |
| Employer contribution / active EE | $0 | $1,973-100.0% | $2,338-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $12 | $71-82.6% | $4,381-99.7% | $70-82.4% |