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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 | $1,003 | $71,197-98.6% | $93,669-98.9% | $80,925-98.8% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.7%+4.3pp |
| Annual return | 3.00% | 11.27%-8.3pp | 133.59%-130.6pp | 35.65%-32.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $295 | $6,959-95.8% | $8,291-96.4% | $6,940-95.8% |