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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,679 | $63,809-97.4% | $81,353-97.9% | $80,935-97.9% |
| Participation rate | 70.5% | 63.9%+6.6pp | 69.5%+0.9pp | 67.7%+2.8pp |
| Annual return | 9.35% | 16.37%-7.0pp | 24.82%-15.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $206 | $5,686-96.4% | $5,766-96.4% | $6,924-97.0% |