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Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,078 | $77,677+142.1% | $109,188+72.3% | $79,389+136.9% |
| Participation rate | 90.2% | 67.8%+22.4pp | 75.9%+14.4pp | 70.7%+19.5pp |
| Annual return | 11.76% | 23.44%-11.7pp | 25.76%-14.0pp | 116.89%-105.1pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $299 | $732-59.2% | $6,755-95.6% | $626-52.3% |