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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 2.85% | 11.79%-8.9pp | 10.53%-7.7pp | 8.21%-5.4pp |
| Employer contribution / active EE | $0 | $19,735-100.0% | $26,797-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |