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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $845,484-100.0% | $178,540-100.0% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 77.1%-77.1pp | - |
| Annual return | 4.62% | 8.37%-3.7pp | 27.15%-22.5pp | - |
| Employer contribution / active EE | $0 | $2,463-100.0% | $3,953-100.0% | - |
| Participant deferral / active EE | $0 | $5,196-100.0% | $6,281-100.0% | - |
| Admin fee / account holder | $0 | $34,598-100.0% | $10,424-100.0% | - |