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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 | $11,415 | $59,819-80.9% | $79,583-85.7% | $68,490-83.3% |
| Participation rate | 90.7% | 61.1%+29.7pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -0.21% | -12.30%+12.1pp | 0.16%-0.4pp | -7.85%+7.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |