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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,184 | $148,623-99.2% | $135,974-99.1% | $139,466-99.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.70% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-359.0pp |
| Employer contribution / active EE | $11,174 | $5,246+113.0% | $4,859+130.0% | $4,754+135.0% |
| Participant deferral / active EE | $14,557 | $8,103+79.7% | $7,760+87.6% | $6,712+116.9% |
| Admin fee / account holder | $246 | $12,406-98.0% | $10,767-97.7% | $11,409-97.8% |