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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 | $163,671-100.0% | $155,556-100.0% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.2%-78.2pp | - |
| Annual return | 1.09% | 19.35%-18.3pp | 64.84%-63.7pp | - |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,631-100.0% | - |
| Admin fee / account holder | $0 | $97,433-100.0% | $15,885-100.0% | - |