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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 | $10,245 | $73,863-86.1% | $143,797-92.9% | $68,490-85.0% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -10.61% | 0.91%-11.5pp | -0.04%-10.6pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |