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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,226 | $217,432-90.2% | $185,849-88.6% | $167,536-87.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.71% | 148.42%-127.7pp | 122.10%-101.4pp | 478.82%-458.1pp |
| Employer contribution / active EE | $8,706 | $5,875+48.2% | $5,169+68.4% | $4,839+79.9% |
| Participant deferral / active EE | $15,263 | $6,357+140.1% | $5,569+174.1% | $6,342+140.7% |
| Admin fee / account holder | $33 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |