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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 | $24,265-100.0% | $88,648-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 37.5%-37.5pp | 9.3%-9.3pp |
| Annual return | 3.38% | 9.76%-6.4pp | 8.71%-5.3pp | 9.76%-6.4pp |
| Employer contribution / active EE | $0 | $12,965-100.0% | $23,024-100.0% | $12,965-100.0% |
| Participant deferral / active EE | $0 | $143-100.0% | $14-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $648-100.0% | $4,785-100.0% |