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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 | $57,910 | $115,931-50.0% | $185,441-68.8% | $86,983-33.4% |
| Participation rate | 97.0% | 73.6%+23.3pp | 80.3%+16.7pp | 69.5%+27.4pp |
| Annual return | 9.21% | 21.47%-12.3pp | 20.16%-11.0pp | 25.83%-16.6pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $10,687-100.0% | $17,890-100.0% | $7,856-100.0% |