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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 | $12,265 | $56,894-78.4% | $84,753-85.5% | $62,881-80.5% |
| Participation rate | 70.2% | 68.5%+1.7pp | 76.6%-6.4pp | 69.3%+0.9pp |
| Annual return | -15.34% | 6.30%-21.6pp | 22.78%-38.1pp | 20.14%-35.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $99 | $3,581-97.2% | $5,333-98.1% | $4,296-97.7% |