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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 | $8,460 | $48,364-82.5% | $71,796-88.2% | $62,881-86.5% |
| Participation rate | 92.9% | 60.6%+32.2pp | 69.1%+23.7pp | 69.3%+23.6pp |
| Annual return | -2.44% | 13.16%-15.6pp | 78.04%-80.5pp | 20.14%-22.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $226 | $3,771-94.0% | $4,815-95.3% | $4,296-94.7% |