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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,931 | $77,559-71.7% | $68,612-68.0% | $75,289-70.9% |
| Participation rate | 94.1% | 78.3%+15.8pp | 72.2%+21.8pp | 72.4%+21.6pp |
| Annual return | -9.57% | -1.01%-8.6pp | -4.63%-4.9pp | -0.04%-9.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $2,625-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $3,311-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $90-95.9% | $5,131-99.9% | $102-96.4% |