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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 | $34,022 | $64,705-47.4% | $62,929-45.9% | $67,986-50.0% |
| Participation rate | 88.2% | 65.6%+22.6pp | 73.1%+15.1pp | 57.2%+31.0pp |
| Annual return | 10.57% | 20.31%-9.7pp | 1063.93%-1053.4pp | 31.67%-21.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $110 | $1,428-92.3% | $5,065-97.8% | $3,203-96.6% |