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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 | $38,445 | $46,599-17.5% | $64,101-40.0% | $75,173-48.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.12% | 26.06%-15.9pp | 33.72%-23.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,767 | $1,975-10.6% | $2,749-35.7% | $2,671-33.9% |
| Participant deferral / active EE | $2,171 | $2,837-23.5% | $3,881-44.0% | $4,126-47.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |