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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 | $19,316 | $58,493-67.0% | $84,023-77.0% | $72,976-73.5% |
| Participation rate | 86.5% | 61.2%+25.3pp | 69.0%+17.5pp | 69.5%+17.0pp |
| Annual return | -2.73% | 28.93%-31.7pp | 71.32%-74.1pp | 81.02%-83.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $222 | $4,569-95.1% | $6,102-96.4% | $5,124-95.7% |