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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,643 | $41,150-62.0% | $80,627-80.6% | $71,511-78.1% |
| Participation rate | 100.0% | 50.3%+49.7pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 9.79% | 38.48%-28.7pp | 936.76%-927.0pp | 28.86%-19.1pp |
| Employer contribution / active EE | $20,515 | $1,515+1254.0% | $2,723+653.5% | $2,589+692.4% |
| Participant deferral / active EE | $2,227 | $2,701-17.6% | $4,443-49.9% | $4,291-48.1% |
| Admin fee / account holder | $203 | $1,841-89.0% | $5,381-96.2% | $1,588-87.2% |