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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 | $114,712-49.5% | $173,730-66.7% | $87,485-33.8% |
| Participation rate | 97.0% | 73.0%+24.0pp | 79.6%+17.4pp | 68.9%+28.0pp |
| Annual return | 9.21% | 20.18%-11.0pp | 19.96%-10.7pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $10,210-100.0% | $17,523-100.0% | $7,775-100.0% |