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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,540 | $103,038-70.4% | $90,324-66.2% | $152,909-80.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 5.46% | 95.25%-89.8pp | 78.15%-72.7pp | 345.46%-340.0pp |
| Employer contribution / active EE | $2,214 | $3,141-29.5% | $2,856-22.5% | $4,764-53.5% |
| Participant deferral / active EE | $3,629 | $4,282-15.2% | $3,885-6.6% | $5,851-38.0% |
| Admin fee / account holder | $208 | $6,177-96.6% | $5,356-96.1% | $11,601-98.2% |