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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,367 | $81,696+6.9% | $70,494+23.9% | $158,982-45.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.27% | 208.70%-204.4pp | 109.16%-104.9pp | 302.99%-298.7pp |
| Employer contribution / active EE | $112,845 | $3,220+3404.7% | $2,738+4021.2% | $4,763+2269.3% |
| Participant deferral / active EE | $147,802 | $4,558+3142.8% | $3,711+3883.2% | $5,983+2370.2% |
| Admin fee / account holder | $58 | $6,200-99.1% | $3,848-98.5% | $11,252-99.5% |