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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 | $23,494 | $123,286-80.9% | $75,501-68.9% | $77,958-69.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.4%+27.6pp | 71.6%+28.4pp |
| Annual return | 18.13% | 20.45%-2.3pp | 27.35%-9.2pp | 20.87%-2.7pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $3,142-100.0% | $3,537-100.0% |
| Admin fee / account holder | $12 | $144-91.4% | $5,801-99.8% | $97-87.3% |